in this newsletter
June 27th - Annual Members Meeting & End of Year Social (Primrose Lanes, Orlando) May 16th - Beyond Banks: A Private Credit Symposium (Citrus Club, Orlando)
upcoming events
CFA Candidate Open House CFA SE Societies Conference
Spring 2024
We'd like to recognize our annual society sponsors. Our sponsors are valued partners in our efforts to build a strong, vibrant investment community in Central Florida. CFA Society Orlando greatly appreciates your support and partnership.
2023-24 Board of directors
PLATINUM SPONSOR
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Newsletter
SILVER SPONSORS
Upcoming Events 2023-24 Board of Directors Our Annual Sponsors Past Event Recaps 2024 Annual Dinner Inaugural Pickleball Event Global Market Update Breakfast The Investors First Podcast Congratulations New Charterholders 2024-2025 Exam Dates Volunteer Opportunities CFA Society Orlando Job Board We Want to Hear From You
2023-24 ANNUAL SOCIETY SPONSORS
We want to express our gratitude to the 2023-2024 CFA Orlando Society Board of Directors. This dynamic team has committed themselves to driving excellence, delivering value to members, and advancing the financial community in Central Florida! 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 We appreciate all your hard work!
PAST EVENT RECAP (continued)
2024 Annual dinner We held our 2024 Annual Dinner on February 21st at the Winter Park Events Center! It was fantastic to see so many thought leaders, financial professionals, and students come together for a night of networking, entertainment, and education on financial markets. This year marked the eighth consecutive year we've hosted a sellout crowd, with over 200 professionals in attendance. For those who could not attend, our featured speaker was Rob Arnott, the founder and chairman of the board of Research Affiliates. Rob shared invaluable economic and market insights with our members and guests before answering questions from the audience, led by our Programming Chair, Andrew Papke, CFA. Check out our video recap for event highlights.
INAUGURAL PICKLEBALL SOCIAL We held our inaugural Pickleball Social at the beautiful Interlachen Country Club in Winter Park on April 4th. A big thank you to Avantis Investors for generously sponsoring this event. With over 40 players attending, it was wonderful to see enthusiasts of all skill levels come together for a fun-filled evening of pickleball. Check out our video recap for event highlights.
CFA SE Societies Conference
In April, nine members of the CFA Society Orlando attended the CFA Southeastern Societies Conference in Miami. Board member Steve Curley, CFA, and Advisory Council Chair Kevin Laake, CFA, led roundtable discussions aimed at fostering collaboration and knowledge sharing with other societies. The society is eager to implement the new ideas from the conference and looks forward to continued collaboration with other societies.
To kick off year five of our award* winning Investors First Podcast, we were thrilled to host Howard Marks and Vikram Mansharamani. We are also excited to announce that we have reached the milestone of 100,000 downloads. 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.
Global Market Update Breakfast
We kicked off 2024 with our annual Global Market Update Breakfast, held at Eola View on January 23rd. Our featured speaker, Jack Manley, a Global Market Strategist from the J.P. Morgan Asset Management Global Market Insights Strategy Team, led an interactive discussion about market trends heading into 2024. Members and guests had the opportunity to engage directly with Jack and gain valuable insights into the financial landscape.
The Investors first podcast
On February 6th, our CFA Candidate Open House welcomed local candidates, providing an excellent opportunity for networking with peers and CFA Orlando board members. The attendees received valuable insights into the upcoming changes in the CFA curriculum and expert exam preparation advice for each level. We extend our thanks to panelists Alex Petsos, Mitch Lamoriello, Andrew Mulhall, CFA, and moderator Christina Shaffer, CFA, for their contributions.
CFA Candidate Open House
new charterholders
Jieyuan Jiang, CFA Timothy James Morris, CFA Andrew Mulhall, 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
Are you looking to hire qualified professionals for an investment-related position in Central Florida? CFA Society Orlando offers free job postings for companies headquartered in Orlando that employ at least one member of our society. Please share this opportunity with your managers and human resources department. To begin your job posting process, email us at careerservices@cfaorlando.org. Visit our Career Center to view open positions.
Level I Aug. 20-26, 2024 Nov. 13-19, 2024 Feb. 17-23, 2025
2024-2025 Exam Dates
Level II May 22-26, 2024 Aug. 27-31, 2024 Nov. 20-24, 2024
James Traceford Reno, CFA Gustavo Aleixo Stenzel, CFA Shehfaz Salim Thobani, CFA
VOLUNTEER OPPORTUNITIES
wE wANT TO HEAR FROM YOU!
We will continue to feature CFA Society Orlando members on our social media platforms. The aim of these member-centric posts is to recognize accomplishments at all career stages, highlight our membership's diversity, and foster connections by sharing more about each other. Please keep us informed about promotions, job changes, board appointments, news features, or any other achievements. To submit, send details and a high-resolution color photo to news@cfaorlando.org.
CFA Society Orlando is currently filling its volunteer committees for the upcoming 2024 - 2025 year. If you are interested in becoming more involved with the CFA Society Orlando, and would like to serve on one of our volunteer committees (e.g. programming, advocacy, university relations, education), please email info@cfaorlando.org or tell us in person at our Annual Members meeting.
Kevin Adam, CFA Angelo Gonzalez, CFA Lindsay Margaret Guzowski, 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 Aug. 16-19, 2024 Feb. 13-16, 2025