CFA Society South Florida

A Member of the CFA Institute Global Network of Societies

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 June 14, 2017: Annual Meeting and Equity Panel

​This year's panel featured Brandon Ladoff, Large Company Growth Director of Research at Polen Capital and Jon C. Erickson, CFA, Senior Vice President, Research at First Trust. 

 January 18, 2017: Financial Markets Forecast

CFA Society South Florida hosted its 2017 Financial Markets Forecast​ - Panel of experts presented their economic and financial outlooks for the year.

Panelists:
 
  • Doug Kass, Founder and President, Seabreeze Partners
  • Glenn Reynolds, CEO and Co-Founder, CreditSights
  • Jeremy SchwartzCFA Director of Research, Wisdom Tree 
Moderator: Vinny Catalano, President and Chief Investment Strategist of Blue Marble Research.​

 October 19, 2016: How to Value Mining Equities

​How to Value Mining Equities - Garrett Goggin​, CFA, CMT​ ​

 October 19, 2016: 14th Annual Alternative Investments & Hedge Fund Panel

​CFA Society South Florida hosted its 14th Annual Alternative Investments and Hedge Fund panel​ - an interactive discussion with key leaders and experts in the sector.
 
Vinny Catalano, moderator
 
Panelists
  1. Christopher Battifarano, CFA, CAIA
  2. Eileen Duff
  3. Garrett Goggin, CFA, CMT
  4. Tom Krasner, CFA

 June 15, 2016: Annual Meeting and Equity Panel

​This year's panel featured Jeff Zipper, CFA, CMT, CFP, Managing Director at Private Client Reserve of U.S. Bank and Ryan Kuyawa, CFA, Portfolio Manager at Grey Value Management. 

 April 20, 2016: 10th Annual Career Development Panel

​​In case you missed it: Check out video of Career Development Panel​ held on April 20, 2016. Video is divided by chapters including session highlights and Q&A.

Robert Hellmann, President, Hellmann Career Consulting​, moderator​

Panelists 

  1. Rob Isbitts, Founder and Investment Strategist, Sungarden Investment Research
  2. Deborah Koplik, CFA, Senior Vice President and Florida Chief Investment Officer, Comerica Wealth Management
  3. Aldo Portales, Assistant Treasurer​, FPL-Next Era Energy
  4. Anthony Young, VP and Senior Analyst, Macquarie Securities​​​​

 January 20, 2016: Financial Markets Forecast

 A diverse panel of experts presented their economic and financial outlooks for the upcoming year.​

  1. Michael Farr, President, CEO and majority owner of Farr, Miller & Washington LLC
  2. Louise Purtle, Senior Analyst Macro Strategy, CreditSights
  3. Charlie Bilello, JD, CPA, CMT, Director of Research, Pension Partners LLC
  4. Moderator: Vinny Catalano, President and Chief Investment Strategist of Blue Marble Research

 November 16, 2015: Building the Investment Profession

Paul Smith, CFA, President and CEO of CFA Institute, speaks about the direction of CFA Institute and Building the Investment Profession. Recorded on November 16, 2015 in Boynton Beach, FL by Heritage Films for CFA Society South Florida.

 October 21, 2015: 13th Annual Alternative Investments and Hedge Fund Panel

​CFA Society South Florida hosted its 13th Annual Alternative Investments and Hedge Fund panel - an interactive discussion with key leaders and experts in the sector. Speakers:

  1. Chris Battifarano, CFA, CAIA -Director of Research - GenSpring Family Offices
  2. Lawrence Calcano, Managing Partner - iCapital Network
  3. Brodi Jackson, Co-Founder and Managing Principal Caerus Ventures
  4. Tom Krasner, CFA ​Co-Founder & Principal Concise Capital Management
  5. Neil Waldman, Managing Member Waldman Capital Management
  6. Moderator: Vinny Catalano, President, Chief Investment Strategist, Blue Marble Research

 February 19, 2015: Royal Gold (RGLD)

​Mrs. Karli Anderson presents Royal Gold to CFA Society South Florida at Boca Country Club. In her talk she utilizes the $75 mil Rubicon deal to show how a royalty transaction enhances shareholder value vs debt or equity alternatives.

 The Professional Qualities of CFA Society South Florida Members

​Local employers of CFA Society South Florida members speak about members' skills, diligence, creativity and high ethical standards.