CFA Society South Florida

A Member of the CFA Institute Global Network of Societies

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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$55
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

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
  
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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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
$30$55
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

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
  
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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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
$30$55
Wed 10/18/2017 05:00 PM to 08:00 PM
  
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
  
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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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
$30$55
Wed 11/15/2017 05:00 PM to 08:00 PM
  
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
  
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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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$15Attachment
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

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
  
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

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