Meeting/Event Information

Past Meetings

Networking Happy Hour - Coral Gables

 

August 20, 2026

 

5:30 PM to 8:30 PM

 

Americana Kitchen
2950 Coconut Grove Dr
Coral Gables, FL 33134
Venue website

Mix, mingle, and build new connections with CFA Society Miami and finance professionals at our networking happy hour - this time in Coral Gables!

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Navigating Unconventional Risk

 

August 13, 2026

 

5:30 PM to 9:00 PM

 

Gordon Ramsay Hell's Kitchen
333 Biscayne Blvd Way
Miami, FL 33131
Venue website

This program explores how to strengthen investment judgment when unexpected challenges push you beyond traditional financial thinking. You’ll walk away with a sharper, more adaptable mindset for navigating unfamiliar risks.

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Book Club Summer Edition

 

July 23, 2026

 

6:00 PM to 8:00 PM

 

Bay 13 Brewery and Kitchen
65 Alhambra Plaza
Coral Gables, FL 33134
Venue website

Join us this summer to dive into Charlie Munger’s Poor Charlie's Almanack and explore the legendary investor's timeless "mental models." This book club offers a premier opportunity to sharpen your analytical toolkit, master multidisciplinary decision-maki

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Summer Networking Happy Hour - Brickell

 

July 14, 2026

 

5:30 PM to 8:00 PM

 

American Social
690 SW 1st Ct.
Miami, FL 33130
Venue website

Expand your professional circle at CFA Society Miami’s networking happy hour, featuring great conversations with finance peers and a complimentary drink to kick things off.

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EPC/FPA/CFA/FICPA/STEP/MIAMI-DADE BAR ASSOCIATION - JOINT NETWORKING EVENT

 

May 07, 2026

 

6:00 PM to 9:00 PM

 

Regatta Grove
3415 Pan American Drive
Miami, FL 33133
Venue website

Join us for an unforgettable Social Soiree co-hosted by the EPC of Greater Miami, FPA of Miami, CFA Society of Miami, Florida Institute of Certified Public Accountants, STEP and Miami-Dade Bar Association on May 7th, 2026, from 6:00pm to 9:00pm at The Re

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Book Club: Exploring The Behavioral Portfolio with Phillip Towes

 

March 31, 2026

 

6:00 PM to 8:00 PM

 

Bay 13 Brewery and Kitchen
65 Alhambra Plaza
Coral Gables, FL 33134
Venue website

Joins us special in person session with Phillip Towes, author of The Behavioral Portfolio. Towes will walk us through the behavioral forces that influence portfolio construction and engage directly with attendees in an open Q&A.

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U.S. Treasury Debt Portfolio Dynamics

 

March 12, 2026

 

5:30 PM to 8:00 PM

 

Gordon Ramsay Hell's Kitchen
333 Biscayne Blvd Way
Miami, FL 33131
Venue website

U.S. Treasury Debt Portfolio Dynamics, sponsored by Payden & Rygel.

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Emerging Market Equities

 

February 25, 2026

 

12:00 PM to 2:00 PM

 

Capital Grille
444 Brickell Ave
Miami, FL 33131
Venue website

Join us for an in?depth discussion on “The Case for Emerging Market Equities, A Long?Term View,” featuring Nicolas Rodriguez?Brizuela of the Artisan Sustainable Emerging Markets Team. This exclusive luncheon at Capital Grille Brickell offers insights in

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2025 CFA Charterholder Awards Dinner

 

February 19, 2026

 

6:00 PM to 9:00 PM

 

Rusty Pelican
3201 Rickenbacker Cwy
Key Biscayne, FL 33149
Venue website

CFA Society Miami will proudly welcome and celebrate the newest class of CFA Charterholders.

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2026 Economic Outlook Dinner

 

February 03, 2026

 

6:00 PM to 9:00 PM

 

University of Miami - Lakeside Expo Center
1280 Stanford Dr., Room 1078
Coral Gables, FL 33146
Venue website

Join us for an insightful evening with Dr. Richard Clarida of PIMCO, featuring expert insights on global markets and forward?looking discussion moderated by Adam Carlin and Peter Bermont.

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Investment Outlook after Maduro

 

January 27, 2026

 

11:00 AM to 12:00 PM

 

Webinar

Join us for an exclusive webinar featuring Samuel Rines, Macro Strategist, Model Portfolios, as he discusses recent developments in Venezuela.

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Winter Book Club Meeting

 

January 22, 2026

 

5:30 PM to 7:30 PM

 

Bay 13 Brewery and Kitchen
65 Alhambra Plaza
Coral Gables, FL 33134
Venue website

We’re excited to welcome members back for the second meeting of our book club as we dive into Capital Allocators by Ted Seides. Come share your insights, explore key takeaways, and connect with fellow readers in a thoughtful and engaging discussion.

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