| | 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 | 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 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 | |
| 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 | |
