Upcoming Events

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  • 9/22/26 Manias in American CapEx Cycles: From Railroads to AI
    • In his presentation, Cole examines past investment manias, including the Railway Mania of the 1880s, the Bicycle Mania of the 1890s, the Internet bubble, and today’s AI hyper-scaling mania. He will walk the audience through factors like stock returns, leverage, economic outcomes, and the legacy of these past capex cycles. Event includes an opening networking cocktail hour and dinner.


  • 11/10/26 Ex U.S. Marks the Spot!

    • Join us for an evening of networking, dinner, and insightful discussion as Harding Loevner Portfolio Specialist Apurva Schwartz explores the evolving landscape of global equity markets. Drawing on more than 18 years of investment experience, Apurva will examine the recent resurgence of international equities, what’s driving this shift, and the potential implications for investors seeking opportunities beyond the U.S. market.
  • 12/03/26 Holiday Party and Charter Awards Ceremony

    • Join us at The Ben's rooftop ballroom and terrace for this evening of drinks, food, and Holiday celebration! We will also be holding our 2026 CFA Charter Awards Ceremony, where we will recognize new charterholders, present their awards, and congratulate them for their hard-earned success.
  • 01/21/2027 25th Annual Forecast Dinner

    • Join us at our largest event of the year, the 25th Annual Forecast Dinner, where a panel of experts will present their economic outlook and market predictions for 2027.

ALTSMIA 2026

December 7-8, 2026
CFA South Florida 40% discount code is: 40CFASF | Register Here
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Save the Date

2/17/27 Networking in Paradise: Jupiter Happy Hour Social