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The CFA Society of Naples promotes ethical and professional standards within the investment industry, encourages professional development through the Chartered Financial Analyst Program, and facilitates the open exchange of information and ideas.
Membership is available to all investment professionals who meet the requirements. You do not need to be a CFA Charterholder to join the society. You'll receive many career-enhancing benefits when you join CFA Institute and your local society. Click here for more information on how to get involved.
Members also receive email alerts when career opportunities are posted online.
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Our upcoming events are generally scheduled for the second Tuesday of the month (subject to change).
Unless otherwise indicated, meetings will be held in the Conference Center at the Naples Beach Hotel, which is located at 851 Gulf Shore Blvd. North, Naples. The luncheon meetings will begin promptly at noon and usually run through 1:30pm. Please email our Secretary for questions regarding the upcoming event schedule.
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| 6/8/2010 12:00 PM | | | Members $30
Guests $40
Students $15 | |
Craig D. Stein, Esquire, is a partner in the law firm of Stein & Stein in Palm Beach, FL. He has thirteen years of private practice experience where he has represented over 850 clients in securities matters. Plus he worked three years as Assistant General Counsel for the Florida Department of Banking and Finance in Tallahassee where he assisted in cease and desist actions against Ponzi schemes. He has spoken to many audiences including FINRA, Town Council of Palm Beach, and Palm Beach Chamber of Commerce.
He is member of the Florida Bar and the Palm Beach County Bar Association where he is Chair of the Securities Law Committee. He earned a J.D. degree from Nova Southeastern University and a B.A. degree in finance from University of Florida.
The title of his talk is “Ponzi Schemes and Current Trends in Investment Self Defense”. |
Naples Beach Hotel
851 Gulf Shore Boulevard
North, Naples, Florida 34102
| | 9/14/2010 12:00 PM | | | Members:
$30
Guests:
$40
Students:
$15
| Robert Gibbs, Gibbs Planning Group |
Nationally recognized urban planner Robert Gibbs will speak at noon on Tuesday, September 14, 2010 to the CFA Society of Naples at the Naples Beach Hotel & Golf Club - Conference Center.
Gibbs is considered a leading urban retail planning consultant by some of the most respected mayors, architects and real estate developers in America. Profiled in the Atlantic Monthly, New York Times, Urban Land Institute, and the Wall Street Journal, Gibbs is said to have “an urban planning sensibility unlike anything possessed by the urban planners who usually design downtown renewal efforts”. Charleston's Mayor Joseph P. Riley describes Gibbs's work as “The Bible for the future of our historic district”. |
851 Gulf Shore Blvd N, Naples
239.261.2222
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