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Annual Meeting (Members Only)

Event Description

Annual Meeting
June 25 | 5:00 – 6:00 PM ET

Annual Meeting Graphic.png

As the globe continues to grapple with COVID-19 and our doors remain temporarily shuttered to in-person events, we hope you will join us on Thursday, June 25th for a virtual CFAW member reception.

This Annual Meeting is a chance to celebrate the end of a remarkable program year, welcome new Board Members, thank our dedicated volunteers who make this organization possible, and toast to the accomplishments of the 2019-2020 program year.

We invite you to hear from CFAW Board Chair, Matt Malone, CFA who will give us a brief recap of the year and hand off the baton to the incoming Board Chair for 2020-2022.

We'll hear from our various committee chairs on goals and initiatives, as well as a special update from CFA Institute's Managing Director and Co-Lead of Education, Stephen Horan, CFA, CIPM.

This is our last major event before the summer season commences, so don't skip out just because it's virtual! 

It is also a Members Only event, so please RSVP in advance!


Managing Director, Americas Region and Professional Learning
CFA Institute

As managing director of the Americas region, Stephen M. Horan, PhD, CFA, CIPM, CAIA, leads a team focused on fulfilling the organization’s mission in the region with 92 societies and more than 90,000 members across the United States, Canada, Latin America, and the Atlantic Islands. Mr. Horan is responsible for strengthening relationships with CFA member societies, financial institutions, universities, and regulators in the region. He is also responsible for delivering to members a world-class post-charter learning experience that allows CFA Institute members to be the best professionals they can be. He previously led the design, development, and delivery of CFA Institute designation and certificate programs, including the CFA Program and the CIPM Program as the managing director of Credentialing. He also serves as leadership sponsor for the organization’s internal diversity and inclusion council. 

Mr. Horan brings a unique combination of buy-side and sell-side industry experience as well as academic experience to CFA Institute. He previously served as an expert witness in securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker. 

Matt Malone.jpg
Matthew D. Malone, CFA
Managing Director, Real Estate
FS Investments 

Matt is a Managing Director at FS Investments, where he oversees product management of FS Investments’ real estate platform, including FS Credit REIT. FS Credit REIT is FS Investments’ first real estate fund, focused on providing a high level of current income and low volatility to investors by originating senior-secured, floating-rate loans collateralized by commercial real estate.  Previously, Matt was Head of Due Diligence at FS Investments, where he built out the firm’s due diligence department.

Prior to joining FS in 2014, Matt spent over eight years at Snyder Kearney LLC performing due diligence and research on a variety of alternative investments, including non-listed REITs and BDCs, on behalf of independent broker-dealers and registered investment advisors. Matt completed his tenure at Snyder Kearney as a Partner. 

Event Type


Education Topic


Start Time

6/25/2020 5:00 PM

End Time

6/25/2020 6:00 PM





Event Country


Event Region


Location Info

​Zoom webcast!



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



Registration is closed.
This is a members only event

All Day Event











6/25/2020 5:00 PM


Content Type: MyCFA Calendar
Version: 10.0
Created at 5/27/2020 2:47 PM by[CASMSTS:username]
Last modified at 6/25/2020 5:48 AM by[CASMSTS:username]