CFA Society Naples

Join us Wednesday, January 29th for the 2025 Annual Forecast Dinner in Naples! Brian G. Belski, Chief Investment Strategist at BMO Capital Markets, will moderate the discussion between esteemed speakers Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Bill Nygren, Chief Investment Officer at Oakmark Funds. This exclusive event is set to bring together 200 professionals from the finance industry. Don’t miss the opportunity to connect with leaders in the field and gain valuable insights for the year ahead. A special thanks to our returning Premier Sponsor, Moran Wealth Management®! Register here: https://lnkd.in/e7vbw7Jf

Join us Wednesday, January 29th for the 2025 Annual Forecast Dinner in Naples! Brian G. Belski, Chief Investment Strategist at BMO Capital Markets, will moderate the discussion between esteemed speakers Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Bill Nygren, Chief Investment Officer at Oakmark Funds. This exclusive event is set to bring together 200 professionals from the finance industry. Don’t miss the opportunity to connect with leaders in the field and gain valuable insights for the year ahead. A special thanks to our returning Premier Sponsor, Moran Wealth Management®! Register here: https://lnkd.in/e7vbw7Jf

A big thank you to everyone who joined us at our Holiday Social at Quail Creek Country Club! We had an incredible time celebrating the season with all of you. A special shout-out to those who generously donated to Toys for Tots – your kindness truly embodies the spirit of the season. Wishing everyone a joyful holiday season filled with peace, happiness, and time spent with loved ones.

CFA Society Naples & SWFL Women in Investment Management invite you to join us for an evening of food, drinks, and great company as we celebrate the holiday season! 2024 Holiday Social December 11 @ 5:30 PM Quail Creek Country Club Registration: https://lnkd.in/eUUZbKdx

Exciting Job Opportunity! We are sharing this great opportunity on behalf of PNC Bank, a dynamic company looking to expand its team. They are currently hiring for the Accountant position in Naples, Florida. Competencies: Accounting, Accuracy and Attention to Detail, Effective Communications, Financial Analysis, Financial And Accounting Systems, Financial Reporting, General Ledger (G-L), Generally Accepted Accounting Principles (GAAP) Work Experience: Roles at this level typically require a university/college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience (including military service) may be considered. Education: Bachelors https://lnkd.in/eDyDcME6

CFA Society Naples & SWFL Women in Investment Management invite you to join us for an evening of food, drinks, and great company as we celebrate the holiday season! 2024 Holiday Social December 11 @ 5:30 PM Quail Creek Country Club Registration: https://lnkd.in/eUUZbKdx

Yesterday’s Fireside Chat over Lunch at Seasons 52 was a great success. Anuca Laudat, CFA shared valuable wisdom and insights with an engaged audience, and Chelsea Ganey, CFA did an excellent job moderating the conversation. We are grateful to Schafer Cullen Capital Management for their generous sponsorship of the event.

CFA Society Naples & SWFL Women in Investment Management invite you to join us for an evening of food, drinks, and great company as we celebrate the holiday season! 2024 Holiday Social December 11 @ 5:30 PM Quail Creek Country Club Registration: https://lnkd.in/eUUZbKdx

Join us for our next fireside chat with Anuca Laudat, CFA, International Equity Portfolio Manager at Schafer Cullen Capital Management. This event will be moderated by Chelsea Ganey, CFA, the CFA Society Naples Vice President. RSVP now for this limited-seat event on November 19th happening at Seasons 52 starting at 11:30 am. RSVP through this link: https://lnkd.in/eQC9gbRN This event is sponsored by Schafer Cullen Capital Management. All proceeds will be donated to Harry Chapin Food Bank of SWFL. #finance #investing #firesidechat #luncheon #globalmarkets #naples #cfa

Join us for our next fireside chat with Anuca Laudat, CFA, International Equity Portfolio Manager at Schafer Cullen Capital Management. This event will be moderated by Chelsea Ganey, CFA, the CFA Society Naples Vice President. RSVP now for this limited-seat event on November 19th happening at Seasons 52 starting at 11:30 am. RSVP through this link: https://lnkd.in/eQC9gbRN This event is sponsored by Schafer Cullen Capital Management. All proceeds will be donated to Harry Chapin Food Bank of SWFL. #finance #investing #firesidechat #luncheon #globalmarkets #naples #cfa