CFA Society Naples

A big thank you to Albert Chu, CFA for speaking at today’s Lunch and Learn! His presentation was engaging and sparked great discussions. We also appreciate the attendees—your participation makes these events worthwhile. We look forward to seeing you at our upcoming events: https://lnkd.in/e_M_GVHU

Last chance to register for our upcoming "Rates & Real Assets" Lunch and Learn, taking place at Seasons 52 on Wednesday, October 16th 11:30AM-1:00PM. Register here today: https://lnkd.in/gdTSbhrJ

Sending our thoughts to everyone as Hurricane Milton approaches. Please stay safe, and we will be in touch once the storm has passed.

A heartfelt thank you to everyone who joined CFA Society Naples & SWFL Women in Investment Management for our first happy hour of the season! It was great to connect and unwind with all of you. Check out our Upcoming Events here: https://lnkd.in/e_M_GVHU

We invite you to register for our upcoming Lunch and Learn: https://lnkd.in/gdTSbhrJ

Kick off the '24-'25 season with CFA Society Naples and SWFL Women in Investment Management at our Welcome Back Mixer on October 2nd. Enjoy a fun, relaxed atmosphere filled with networking opportunities, refreshing drinks, and delicious appetizers. We look forward to raising a glass with you! Register at this link! https://lnkd.in/eApUkFkE

Join us virtually on September 25th at 4:15 PM for an insightful discussion on "How The Presidential Election Could Affect Your Portfolio." Click the link to register: https://lnkd.in/e43dwTRM

We would like to extend our heartfelt thanks to our Executive Committee and Board Member that are ending their terms with CFA Society Naples. We thank Serge Ecityan, CFA, our President for the past 3 years, for his outstanding leadership and unwavering dedication. We are fortunate that he will continue to serve on the board, and we look forward to benefiting from his insight and guidance in the years ahead. We would also like to express our deep appreciation to Jay Folz, CFA for his valuable contributions to the board. His commitment and hard work have left a lasting impact, and we are grateful for his service and dedication throughout his tenure.

SWFL WIM is proud to congratulate our co-founders, Mia Hyatt CFA, CFP (R) and Chelsea Ganey, CFA, for being named President and Vice President of CFA Society Naples. We are looking forward to another successful year of partnership with CFA Society Naples and hosting new events to educate and bring together women in the local investment community. Big shout out to our admins, Lauren Niebrugge and Isabella Arias, who make all of this possible!