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Newsletter February 2023

By Ursula Auger posted 13 Feb, 2023 09:36 PM


Our most recent newsletter features:

2023 Outlook

Special thanks to Daryl Clements, Municipal Portfolio Manager for AllianceBernstein, Dan Davidowitz, CFA, Portfolio Manager and Analyst for Polen Capital, and Daniel Phillips, CFA, Director of Asset Allocation Strategy for Northern Trust Asset Management, for sharing your time and expertise with us! Also, thank you Christina Worley, CFA, CFP, CPA/PFS, both for moderating the panel and for your service as a CFA Society South Florida Director.

2022 Holiday Party

We held our Annual Holiday Party at Waterstone Resort and Marina in Boca Raton, Florida this past December. One of the highlights of our year, the Annual Holiday Party featured a night of food, drinks, and great company! Many of our longtime members and past Directors were able to attend, mingling with newer members and recent CFA charter recipients.

Philip J. Keating, CFA - Member Spotlight

BetterInvesting South Florida Chapter recently released their Fall 2022 newsletter, which heavily featured Phil for his incredible work, achievements, and breadth of knowledge. This feature includes dedications from BetterInvesting South Florida Chapter's current President and CEO, as well as several others who have had the pleasure of knowing and working with Phil. If you would like to access this issue of their newsletter and read more about Phil's contributions to their chapter, please click here.

Full Newsletter