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Count= 309
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
025Attachment
Wed 12/9/2020 06:00 PM to 08:00 PM
  
Complimentary to CFA Society South Florida Members and Local CFA Program Candidates
YOLO (You Only Live Once)
333 E Las Olas Blvd
Fort Lauderdale, FL 33301
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

Grande Italiano Ristorante Pizzeria & Bar
4580 Donald Ross Rd #119
Palm Beach Gardens, FL 33418

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
00
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
00
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
00
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
00
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
00
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
00
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

Cafe Sapori

205 Southern Blvd

West Palm Beach, FL 33405

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

FAU Office Depot Center for Executive Education
Study ​Room OD 111
777 Glades Rd
Boca Raton, FL 33431

​​
0
0
$33$100
Wed 2/26/2020 11:30 AM to 01:00 PM
  
Morgan Housel, Partner, The Collaborative Fund

Timpano Chophouse
450 E Las Olas Blvd
Ft Lauderdale, FL 33301

1
0
$25$35Attachment
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!​
Boatyard
1555 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 guestAttachment
Wed 11/13/2019 05:00 PM to 08:00 PM
  
Stephen Horan, Ph.D., CFA, CIPM, CAIA, Managing Director Americas Region, CFA Institute
​Maggiano's Little Italy
21090 St Andrews Blvd 
Boca Raton, FL 33433
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

Mizner Park - ​Meet near Dubliners​

590 Plaza Real 

Boca Raton, FL 33432 ​


0
0
DonationDonation
Sat 11/9/2019 08:15 AM to 04:00 PM
  
Provided by Kaplan Schweser

FAU Office Depot Center for Executive Education
​Rooms OD 101 and OD 102
777 Glades Rd
Boca Raton, FL 33431​

Park on the white striped section of Lot #7.​​
0
0
$25$25Attachment
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 42
5050 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!​
Boatyard
1555 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

FAU Office Depot Center for Executive Education
​Rooms OD 101 and OD102
777 Glades Rd
Boca Raton, FL 33431​

​Florida Atlantic University requires attendees to register their vehicles to park prior to the event. Please use the following link: https://fau.nupark.com/events/Events/Register/f29bb497-75d0-43cf-be16-8f6c9046b062  Please park on the white striped section of Lot #7. Also, do not back in or park at the meters.

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
Ruth's Chris Steak House
225 NE Mizner Blvd Suite 100
Boca Raton, FL 33432

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

FAU Office Depot Center for Executiv​e Education
​Room OD 101
777 Glades Rd
Boca Raton, FL 33431​

Campus Map​
0
0
$0$0
Thu 3/21/2019 05:00 PM to 08:00 PM
  
Christer Gruvris, Investor Relations Director of AstraZeneca
Boca Country Club
17751 Boca Club Blvd
Boca Raton, FL 33487​​
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

FAU Office Depot Center for Executive Education
Room OD 101
777 Glades Rd
Boca Raton, FL 33431

Park on the white striped section of lot #7

2019-03-06-Directions-FAU.pdf
0
0
$0$15Attachment
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
The Regional Kitchen & Public House
651 Okeechobee Blvd
West Palm Beach, FL 33401
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

​Nova Southeastern University - Huizenga College of Business​​
​3301 College Ave, Fort Lauderdale, FL 33314, Room 3000​

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

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

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 guestAttachment
Sat 12/1/2018 05:30 PM to 07:30 PM
  
CFA Society Members and CFA Candidates Free!​
Boatyard
1555 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
INTECH​ Investment Management
Tranquility Garden

525 Okeechobee Blvd, Suite 1800
West Palm Beach, FL 33401
2
2
$15$30
Wed 11/14/2018 05:00 PM to 08:00 PM
  
Bjorn Forfang CFA Deputy Chief Executive Officer, CFA Institute​
Be​​nvenuto
1730 N Federal Hwy
Boynton Beach, FL 33435
1
1
$30$55
Sat 11/10/2018 08:15 AM to 04:00 PM
  
Provided by Kaplan Schweser

FAU Office Depot Center for Executive Education
​Room OD 101
777 Glades Rd
Boca Raton, FL 33431​

Campus Map
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

Mizner Park - ​Meet near Dubliners​
590 Plaza Real 
Boca Raton, FL 33432 ​

0
0
DonationDonation
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

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

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.)
The French Wine Merchant
139 North County Road​
Palm Beach, FL 33480​​
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

FAU Office Depot Center for Executive Education
​Room OD 202
777 Glades Rd
Boca Raton, FL 33431​

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​

Boca Raton
Tap 42
5050 Town Center Cir #247
Boca Raton, FL 33486​

Jupiter - starts at 5:30 PM
Cabo Flats​
1352 US-1​ 
Jupiter, FL 33477​
0
0
$0$25
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