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Click on grey title links or on Upcoming Events or Upcoming Partner Events for mobile friendly view.​ CFA Society South Florida is part of Global Passport Program. Regular and affiliate members of other CFA Societies can attend at member price as indicated in registration. 

Location Info
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Wed 2/8/2023 05:00 PM to 08:00 PM
Daniel Phillips, CFA, Director of Asset Allocation Strategy, Northern Trust Asset Management; Daryl Clements, Portfolio Manager, AllianceBernstein;  Dan Davidowitz, CFA, Portfolio Manager and Analyst, Polen Capital; Christina Worley, Moderator

​Quail Ridge Country Club

3715 Golf Rd

Boynton Beach, FL 33436

Save $5 if you register by 2/6

Wed 3/22/2023 05:30 PM to 08:00 PM
John Bowe, Public Speaking Trainer

​Florida Atlantic University Schmidt Family Complex

Room SF107

777 Glades Rd

Boca Raton, FL 33431

Save $5 if you register by 3/20


​​​Save the Date! 

Events listed are tentative and will open for registration once details are finalized.

Wednesday, March 22: Career Development Event at Florida Atlantic University

Instructions to redeem complimentary access to eligible events

Use Promo Code sent via email to redeem complimentary access. Please type code in registration form, if you copy and paste code in form​ it may not work.

Members Can Get Promo Code as follows: Sign in with same user ID and password used for CFA Institute's website, view applicable Promo Code for registration form to unlock free rate 

​Please email [email protected] and include your CFA Institute member ID number if you did not get a Promo Code and are entitled to one per event instructions.​ Local associate members with no CFA Institute affiliation need to supply email address used to sign up for CFA Society South Florida membership.


Polen Capital

Event Date
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Non-Member Price
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Tue 2/7/2023 05:15 PM to 07:30 PM
Robert Stein, CFA, Deputy Chief Economist, First Trust; Natasha Kennedy, Senior Vice President, Fixed-Income Client Portfolio Manager, First Trust

Morton's The Steakhouse

5050 Town Center Cir Suite 219

Boca Raton, FL 33486

For questions about registration, contact:

Beth Bogenschutz 630-517-7797 | [email protected]

Karen Lagioia 630-517-7662 | [email protected]

Soraya Kelly 630-517-7764 | [email protected]

Kyle Ross 630-765-8309 | [email protected]