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CFA SE Societies Conference Global Market Update Breakfast Glow Ball Golf Tournament
JULY 2023
Renew your CFA Membership 2023-24 Board of Directors The Investors First Podcast Past Event Recaps 30th Anniversary Celebration 2023 Annual Dinner CFA Candidate Open House Congratulations 2023 Charterholders 2023-2024 Exam Dates CFA Society Orlando Job Board We Want to Hear From You Our Annual Sponsors
The Investors first podcast
To kickoff the fourth calendar year of our award* winning Investors First Podcast, we had the pleasure of hosting the following guests: Dan Rasmussen (Founder, Verdad) & Bob Elliott (Co-Founder& CEO, Unlimited Funds) Jeffrey Sherman (Deputy CIO, DoubleLine) Wes Gray (CEO, Alpha Architect) David Lau (Founder & CEO, DPL) & Dr. Wade Pfau (Founder, RISA) Rick Bookstaber (Co-Founder, Fabric Risk ) & Govinda Quish (Co-Founder, Fabric Risk ) Have you missed an episode? Find past episodes here and be sure to subscribe to the Investors First Podcast on your favorite podcasting app today: Apple Podcasts or Spotify. . *The CFA Institute awarded CFA Society Orlando the 2020 Impact and Innovation Award for the Investor’s First Podcast.
We are elated to introduce our 2023-2024 CFA Orlando Society Board of Directors. This dynamic team is dedicated to driving excellence, providing member value, and advancing the financial community! Thomas Harrington, CFA Steve Curley, CFA Chris Cannon, CFA Kevin Reher, CFA Christian Craft, CFA Colby Donovan, CFA Frank Garcia, CFA Jeff Goll, CFA Xinxin Liu, CFA Andrew Papke, CFA Christina Shaffer, CFA Thank you to the following board members who are rolling off the board. Ian Cherry, CFA Zac Chichinski, CFA Vivien Johnson, CFA Micheal S. Kahin, CFA We appreciate all your hard work!
2023-24 Board of directors
PAST EVENT RECAP (continued)
cfa society orlando's 30th Anniversary celebration We were thrilled to celebrate CFA Society Orlando's 30th anniversary throughout our 2022-23 program year. We commemorated this milestone at our 30th Anniversary celebration on June 21st. Members and guests gathered at the historic Capen House for an unforgettable evening of festivities, networking, and reflection on our incredible journey. We want to thank every member who has been a part of our organization these past 30 years, and we look forward to many more years of serving this community by advancing the investment profession. Check out our video recap if you missed the celebration or want to relive the memories. It beautifully captures the joy and camaraderie of the evening.
2023 Annual dinner We held our 2023 Annual Dinner on February 8th at the Alfond Inn in Winter Park! Seeing so many thought leaders, financial professionals, and students come together for a night of networking, entertainment, and financial markets education was fantastic. This year marks the seventh consecutive year we've hosted a sellout crowd, with over 200 professionals in attendance! Our featured speaker for those not in attendance was Jeffrey Kleintop, CFA, Chief Global Investment Strategist at Charles Schwab & Co., Inc. Jeffrey imparted invaluable economic and market insights to our members and guests before answering questions from the audience led by Dan Fasciano, CFA. Check out our video recap for event highlights.
Global Market Update Breakfast
We kicked off 2023 with our annual Global Market Update Breakfast. Members and guests meet at the University Club on January 11 to hear our featured speaker, Meera Pandit, Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera led an interactive discussion about the market heading into 2023.
The Society held our 2nd Annual Nine at Night Glow Ball Golf Tournament at The Winter Park Country Club and Golf Course on February 2nd. It was a cosmic golf experience like no other, where members and guests enjoyed the outdoors under the starry sky, teeing off with vibrant glow balls illuminating the course. Congratulations to the winning foursome: Westin Jensen, Matt Arace, Vlad Gonzalez and Joey Devine.
CFA SE Societies Conference
In April, 5 members of CFA Society Orlando attended the CFA Southeastern Societies Conference in Charlotte. Board member Steve Curley, CFA, delivered a presentation on candidate program development and management to over 60 attendees. The society eagerly anticipates implementing the new ideas from the conference and fostering continued collaboration with other societies.
Glow Ball Golf Tournament
On April 18th, our CFA Candidate Open House welcomed more than 20 local candidates, creating an excellent platform for networking with peers and CFA Orlando board members. Attendees gained valuable insights into upcoming changes in the CFA curriculum and received expert exam preparation advice for each level. Thank you to John Richardson, Daniel Stoner, Parker Gerard, CFA, and Christian Craft, CFA, for participating on our panel.
CFA Candidate Open House
new 2023 charterholders
Zueber Karim Juma, CFA Javier Ivan Martinez, CFA
Congratulations to our local investment and finance professionals who became CFA charterholders in 2023, joining the tens of thousands of charterholders worldwide to build a better world for investing. These individuals achieved the highest distinction in the investment management profession by completing the CFA® Program. They've proven themselves by dedicating on average 1,000 hours of intense study to pass one of the most rigorous series of exams in the financial industry.
CFA Society Orlando JOb Board job board
Are you looking to hire qualified professionals for an investment-related position in Central Florida? CFA Society Orlando can post jobs for your company for FREE if the company’s headquarters is in Orlando and at least one member of CFA Society Orlando is employed at the company. Please share this information with your managers and Human Resources department and email us at careerservices@cfaorlando.org to get started on your new job posting. Visit our Career Center to view open positions.
Level I Nov. 11-17, 2023 Feb. 19-25, 2024 May 15-21, 2024 Aug. 20-26, 2024 Nov. 13-19, 2024
2023-2024 Exam Dates
Level II Nov. 18-22, 2023 May 22-26, 2024 Aug. 27-31, 2024 Nov. 20-24, 2024
James Tan, CFA
THANK YOU TO OUR 2022-23 ANNUAL SOCIETY SPONSORS!
wE wANT TO HEAR FROM YOU!
We will be continuing to featuring CFA Society Orlando Members on our social media platforms. The goal of these member-centric posts is to recognize member accomplishments across all career stages, to highlight the diversity of our membership, and to help members feel more connected by learning more about each other. Please update us on promotions, job changes, board appointments, news features or any other accomplishments. To submit, send details and a high-resolution color photo to news@cfaorlando.org.
Michael Fisher Bogart, CFA Jordan Clarke, CFA
Are you interested in pursuing your CFA charter and joining more than 170,000 professionals who have been recognized globally for their commitment to ethics and professionalism? Be sure to mark your calendar for these upcoming exam dates.
Level III Feb. 15-18, 2024 Aug. 16-19, 2024