| | Count= 296 | | | | | | | |
| 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; Ali Motamed, 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 | |
| Sat 5/4/2019 08:15 AM to 04:00 PM | | Choose Boca Raton, Florida location listed under Americas to register |
Park on the white striped section of Lot #7
| 0 | 0 | $25 | $25 | |
| Wed 5/1/2019 05:30 PM to 08:00 PM | | Steven Meiner Senior Counsel, SEC Division of Enforcement and James Richardson, SEC Examiner Investment Adviser group | | 1 | 1 | $15 | $25 | |
| Sat 3/30/2019 09:00 AM to 12:00 PM | | Jeanne Murphy, CFA, CAIA, CFP, Director Curriculum Development, CFA Institute | | 0 | 0 | $0 | $0 | |
| Thu 3/21/2019 05:00 PM to 08:00 PM | | Christer Gruvris, Investor Relations Director of AstraZeneca | | 1 | 0 | $0 | $15 | |
| Wed 3/6/2019 05:00 PM to 08:00 PM | | Ivana Bertuzzelli, CIPM, Intech Investment Management; Lisa Bradley, PNC; Andrew Burkly, CFA, Franklin Templeton Investments; Rachel Trock, Polen Capital, and Moderator Christina Worley, CPA/PFS, CFP®, CFA, Castle Wealth Management | | 0 | 0 | $0 | $15 | |
| Wed 2/13/2019 06:00 PM to 08:00 PM | | Ben Fulton, Managing Director, Tactical Funds and Matthew Moran, Head of Global Benchmark Indexes Advancement, CBOE Options Exchange | | 1 | 0 | $0 | $20 | |
| Wed 2/6/2019 05:00 PM to 08:00 PM | | Mari Adam, President, Adam Financial Associates; Brodi Jackson, Co-Founder, Caerus Ventures; Lenore Reiner, VP, Calvert Research; Gabriela Santos, Global Market Strategist, J.P. Morgan Funds; and Christina Worley, CPA/PFS, CFP®, CFA | | 0 | 0 | $15 | $30 | |
| Wed 1/16/2019 05:00 PM to 08:00 PM | | Philip Camporeale, managing director, JP Morgan; Doug Kass, Founder and President, Seabreeze Partners; Vincent Randazzo, CMT, Senior Market Analyst, Lowry Research; and Moderator Vinny Catalano, CFA, Chief Investment Officer, Redmount Capital Partners | | 2 | 0 | $30 | $55 | |
| Wed 12/5/2018 06:00 PM to 09:00 PM | | Join us for our flagship annual gathering and to recognize volunteers! | 3715 Golf Road Boynton Beach, FL 33436 |
| 0 | 0 | Complimentary to member and 1 guest | $100, includes 1 guest | |
| Sat 12/1/2018 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 11/28/2018 06:00 PM to 08:00 PM | | Ivana Bertuzzelli, CIPM - Intech Investment Management; Neil Riddles, CFA, CIPM - Riddles Investment Consulting; and Kamran Fotouhi, CFA - Capital Forensics | | 2 | 2 | $15 | $30 | |
| Wed 11/14/2018 05:00 PM to 08:00 PM | | Bjorn Forfang CFA Deputy Chief Executive Officer, CFA Institute | | 1 | 1 | $30 | $55 | |
| Sat 11/10/2018 08:15 AM to 04:00 PM | | Provided by Kaplan Schweser | | 0 | 0 | $20 | $20 | |
| Sun 10/28/2018 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 | |
| Wed 10/17/2018 05:00 PM to 08:00 PM | | Vinny Catalano, CFA, moderator and panelists Christopher Battifarano, CFA, CAIA; Garrett Goggin, CFA, CMT, Tom Krasner, CFA and Ali Motamed, CFA | | 2 | 0 | $30 | $55 | |
| Thu 9/20/2018 06:30 PM to 08:30 PM | | Tasting of 5-6 wines with accompaniments (cheese, crackers, etc.) | | 0 | 0 | $0 | $25 ($20 early bird through 9/18) | |
| Sat 7/7/2018 09:00 AM to 12:00 PM | | Wendy L. Pirie, Ph.D., CA, CPA/PFS, CAIA, CFA, Director, Curriculum Projects, CFA Institute | | 0 | 0 | $0 | $0 | |
| Wed 6/27/2018 06:00 PM to 08:00 PM | | Socials held same day at Boca Raton, Fort Lauderdale, and Jupiter - Joint with FPA |
Fort Lauderdale 350 E Las Olas Blvd
Fort Lauderdale, FL 33301
|
Tap 425050 Town Center Cir #247 Boca Raton, FL 33486
Jupiter - starts at 5:30 PM | 0 | 0 | $0 | $25 | |
| Sat 6/23/2018 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 6/13/2018 05:00 PM to 08:00 PM | | James Anders, CFA, Analyst at GQG Partners and Steven Grey, Founder/Chief Investment Officer at Grey Value Management | | 2 | 0 | $0 | $55 | |
| Sat 5/5/2018 02:00 PM to 05:00 PM | | | | 0 | 0 | $0 | $0 | |
| Tue 4/24/2018 11:30 AM to 01:30 PM | | Rob Mascio Manager FINRA Security Helpline for Seniors, Kamran Fotouhi, CFA Managing Director Capital Forensics, Inc. | | 0 | 0 | $0 | $0 | |
| Wed 4/11/2018 05:00 PM to 08:00 PM | | Sameer S. Somal, CFA, CFP® Chief Financial Officer, Blue Ocean Global Wealth | | 1 | 0 | $30 | $50 | |
| Wed 3/7/2018 05:00 PM to 08:00 PM | | Andrea Claster Greenspan, Image & Brand Consultant, Moderator; Christopher D. Morgan, CFA; Maryam Mohajer; Christina Worley, CPA/PFS, CFP®, CFA; Laura Clement, CFA; Justin Govonlu, CFA | | 0 | 0 | $0 | $0 | |
| Wed 2/28/2018 05:00 PM to 08:00 PM | | Dr. Burton Malkiel, American economist and writer, author of A Random Walk Down Wall Street and Kevin T. Carter, Founder and CEO of EMQQ | | 1 | 0 | $30 | $50 | |
| Mon 2/12/2018 05:30 PM to 07:30 PM | | Socials held same day at Boca Raton, Fort Lauderdale, and Jupiter | Fort Lauderdale 609 E Las Olas Blvd
Fort Lauderdale, FL 33301 |
Jupiter Harbourside Place 149 Soundings Avenue Jupiter, FL 33477
Boca Raton Tap 425050 Town Center Cir #247 Boca Raton, FL 33486 | 0 | 0 | $0 | $0 | |
| Wed 2/7/2018 05:00 PM to 08:00 PM | | Mario J. Gabelli, Chairman and Chief Executive Officer, GAMCO Investors, Inc. and LICT Corp. | | 1 | 0 | $30 | $50 | |
| Thu 2/1/2018 06:00 PM to 08:45 PM | | Quantitative Finance Meetup of South Florida | | 0 | 0 | $0 | $0 | |
| Sat 1/27/2018 10:15 AM to 12:00 PM | | Complimentary Admission, Family Oriented | 6000 N. Flagler Drive West Palm Beach, FL 33407
| 0 | 0 | $0 | $0 | |
| Wed 1/17/2018 05:00 PM to 08:00 PM | | Charlie Bilello, CMT, Director of Research, Pension Partners; Glenn Reynolds, CEO and Co-Founder, CreditSights; Luciano Siracusano, III, Chief Investment Strategist, Wisdom Tree and Greg Valliere, Chief Global Strategist, Horizon Investments | | 1.5 | 0 | $30 | $55 | |
| Wed 12/13/2017 05:30 PM to 07:30 PM | | Cigar Bar Party | 771 Village Blvd Ste #201 West Palm Beach, FL 33409
| 0 | 0 | $15 | $15 | |
