Signature Events

Sign In

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

1 - 3

Next

Financial Markets Forecast

	Event Date	Title	Speaker(s)/Highlights	Location Info	CE Credit	Member Price	Non-Member Price
	Wed 1/22/2020 05:00 PM to 08:00 PM	Financial Markets Forecast 2020	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	Quail Ridge Country Club 3715 Golf Road Boynton Beach, FL 33436	2	$30	$55
	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

1 - 3

Next

Alternative Investments and Hedge Fund Panel

	Event Date	Title	Speaker(s)/Highlights	Location Info	CE Credit	Member Price	Non-Member Price
	Wed 10/23/2019 05:00 PM to 08:00 PM	17th Annual Alternative Investments & Hedge Fund Panel	Sumit Gautam, CFA; Garrett Goggin, CFA, CMT; Paul Korngiebel, CFA; Tom Krasner, CFA, and Vinny Catalano, CFA, moderator	Quail Ridge Country Club 3715 Golf Road Boynton Beach, FL 33436	2	$30	$55
	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

1 - 3

Next

Charter Awards

	Event Date	Title	Speaker(s)/Highlights	Location Info	CE Credit	Member Price	Non-Member Price
	Wed 11/13/2019 05:00 PM to 08:00 PM	Charter Awards and Presentation	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	$30	$55
	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

1 - 3

Next

Career Development

	Event Date	Title	Speaker(s)/Highlights	Location Info	CE Credit	Member Price	Non-Member Price
	Wed 9/16/2020 06:00 PM to 08:00 PM	Career Development Panel: Ignite Your Job Search - Zoom	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
	Wed 3/11/2020 05:00 PM to 08:00 PM	Career Development Panel: Ignite Your Job Search - CANCELLED	Moderator: Robert Hellmann, Nicole G Carlon, Jessica Dotto, Rob Isbitts, and Melissa Masterson-Kellenberger	FAU Office Depot Center for Executive Education Room OD 101 777 Glades Rd Boca Raton, FL 33431 2019-03-06-Directions-FAU.pdf	0	$0	$15
	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

1 - 3

Next