CFA Society South Florida

A Member of the CFA Institute Global Network of Societies

Equity Panel

	Event Date	Title	Speaker(s)/Highlights	Location Info	CE Credit	Member Price	Non-Member Price
	Wed 6/12/2019 05:00 PM to 08:00 PM	Annual Meeting & Equity Panel 2019	Michael Matthews, CFA, Managing Partner, President/Portfolio Manager,Financial Trust Asset Management and Pablo Cavanagh, Owner and Managing Member, LVR Research, LLC	Quail Ridge Country Club 3715 Golf Road Boynton Beach, FL 33436	2	$0	$55
	Wed 6/13/2018 05:00 PM to 08:00 PM	Annual Meeting & Equity Panel 2018	James Anders, CFA, Analyst at GQG Partners and Steven Grey, Founder/Chief Investment Officer at Grey Value Management	Boca Country Club 17751 Boca Club Blvd Boca Raton, FL 33487	2	$0	$55
	Wed 6/14/2017 05:00 PM to 08:30 PM	Annual Meeting & Equity Panel 2017	Featuring Brandon Ladoff, Large Company Growth Director of Research, Polen Capital; Jon C. Erickson, CFA Senior Vice President, Research First Trust	Boca Country Club 17751 Boca Club Blvd Boca Raton, FL 33487	1.5	$0	$55

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Financial Markets Forecast

	Event Date	Title	Speaker(s)/Highlights	Location Info	CE Credit	Member Price	Non-Member Price
	Wed 1/16/2019 05:00 PM to 08:00 PM	Financial Markets Forecast 2019	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	$30	$55
	Wed 1/17/2018 05:00 PM to 08:00 PM	Financial Markets Forecast 2018	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	Boca Country Club 17751 Boca Club Blvd Boca Raton, FL 33487	1.5	$30	$55
	Wed 1/18/2017 05:00 PM to 08:30 PM	Financial Markets Forecast 2017	Doug Kass, Founder and President, Seabreeze Partners; Glenn Reynolds, CEO and Co-Founder, CreditSights; Jeremy Schwartz, Director of Research, Wisdom Tree; and Vinny Catalano moderator	Boca Country Club 17751 Boca Club Blvd Boca Raton, FL 33487	1.5	$30	$55

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Alternative Investments and Hedge Fund Panel

	Event Date	Title	Speaker(s)/Highlights	Location Info	CE Credit	Member Price	Non-Member Price
	Wed 10/17/2018 05:00 PM to 08:00 PM	16th Annual Alternative Investments & Hedge Fund Panel	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	$30	$55
	Wed 10/18/2017 05:00 PM to 08:00 PM	15th Annual Alternative Investments & Hedge Fund Panel	Vinny Catalano, moderator and panelists Christopher Battifarano, CFA, CAIA; Jeff Brown, Joseph Burns, and Ali Motamed, CFA	Boca Country Club 17751 Boca Club Blvd Boca Raton, FL 33487	1.5	$30	$55
	Wed 10/19/2016 05:00 PM to 08:30 PM	14th Annual Alternative Investments & Hedge Fund Panel	Vinny Catalano, moderator and panelists Christopher Battifarano, CFA, CAIA; Eileen Duff; Garrett Goggin, CFA, CMT and Tom Krasner, CFA	Boca Country Club 17751 Boca Club Blvd Boca Raton, FL 33487	1.5	$30	$55

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Charter Awards

	Event Date	Title	Speaker(s)/Highlights	Location Info	CE Credit	Member Price	Non-Member Price
	Wed 11/14/2018 05:00 PM to 08:00 PM	Charter Awards and Presentation	Bjorn Forfang CFA Deputy Chief Executive Officer, CFA Institute	Benvenuto 1730 N Federal Hwy Boynton Beach, FL 33435	1	$30	$55
	Wed 11/15/2017 05:00 PM to 08:00 PM	Charter Awards and Ethics and Investing Presentation	Michael G. McMillan, Ph.D., CPA, CFA Director, Ethics Education	Benvenuto 1730 N Federal Hwy Boynton Beach, FL 33435	1.5	$30	$55
	Wed 11/16/2016 05:00 PM to 08:30 PM	Ethics in Investment Industry and Charter Awards	Jonathan A. Boersma, CFA, Head, Investment Performance Standards, CFA Institute	Benvenuto 1730 N Federal Hwy Boynton Beach, FL 33435	1.5	$30	$55

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Career Development

	Event Date	Title	Speaker(s)/Highlights	Location Info	CE Credit	Member Price	Non-Member Price
	Wed 3/6/2019 05:00 PM to 08:00 PM	Career Development Panel: Discover Opportunities	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	$15
	Wed 3/7/2018 05:00 PM to 08:00 PM	Career Development Panel: Shape Your Image and Transform	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	FAU Office Depot Center for Executive Education Room OD 101 777 Glades Rd Boca Raton, FL 33431	0	$0	$0
	Wed 4/20/2016 05:30 PM to 08:30 PM	10th Annual Career Development Panel: Take Your Career To New Heights!	Robert Hellmann, moderator and panelists Rob Isbitts, Deborah Koplik, CFA, Aldo Portales and Anthony Young	FAU Office Depot Center for Executive Education Room OD 101 777 Glades Rd Boca Raton, FL 33431	0	$0	$0

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