The Chapter’s fourth annual Member
Appreciation Night was held on February
11 at JW Marriott – Buckhead in Atlanta,
GA. This event was free for all 2016 CFA
The Chapter will host three educational events in 2016 on the following
dates: March 10 at King & Spalding
LLP in Atlanta, GA; June 8 at Greenberg
Traurig LLP in Atlanta; and October 26 at
McGuire Woods LLP.
For more information visit http://com-munity.cfa.com/atlantachapter/home
The Chapter held an educational event,
along with ACG LA & TMASoCal, on Trends
in the Debt & Equity Markets, on February 3 at the Jonathan Club in Los Angeles.
A reception and time for networking
followed the presentation. The Chapter’s
Women of CFCC held a lunch and tea
event at the Huntington Library in San
Marino, CA on February 25. Upcoming
events include a Split SPONSOR panel at
the Luxe Sunset Boulevard Hotel in Los
Angeles on March 15; Presidents Panel
( 5 p.m- 8 p.m.) at City Club in Los Angeles
on May 11; 2nd Annual Summer Beach
Bash ( 5 p.m. – 8 p.m.) at the Jonathan
Beach Club in Santa Monica on August
10; A Women of CFCC Event on September 22 (location TBD); Annual Fall Golf
Classic on October 13 (location TBD); a
Sponsor Panel at the Center Club Orange
County in Costa Mesa on November 15
and the Holiday Party on December 14 at
either the Sheraton Universal or Broad
For more information visit http://com-munity.cfa.com/californiachapter/home.
The Chapter held its monthly luncheon
with speaker Brandon Baker of International Risk Consultants on February 23,
2016 at The Palm Restaurant in Charlotte. On March 29, the Chapter will hold
its next luncheon with speaker event at
The Palm Restaurant.
For more information visit http://
The Chapter held a luncheon on January
27 at The Center Club in Tampa, FL. Harley
Sanwick kicked off the new year with a
renewed outlook on leadership and prospecting. As an insurance professional with
more than 20 years’ experience, Sanwick
has worked for small and large companies.
When he is not public speaking or writing
on leadership, negotiation and customer
service, you can find him volunteering at
Feeding America Tampa Bay.
The Florida Chapter’s Annual CFA/
TMA Night with the Panthers will be held
March 10, 2016 as the Florida Panthers
take on the Ottawa Senators. The event
will be held at Club 93 at BB&T Center
in Sunrise, FL. On March 16, 2016 the
Chapter will host its Annual Retail Panel
Discussion and Luncheon at the Lauderdale Yacht Club in Ft. Lauderdale, FL.
For more information visit http://cfa.
The Chapter will hold a Mezzanine
Finance Panel Meeting on March 16 at
the office of Burr Forman in Birmingham, AL. The Moderator will be Duane
Donner, Founders Investment Bank.
Panelists will consist of Robert Bourquin
of Harbert Mezzanine Partners, David
Christopher of Peachtree Equity, Steven
W. Davis of Stonehenge Growth Capital,
Robert Gefaell of Plexus Capital, LLCl;
Kendall Holman of Ironwood Capital and
Doug Owen of Perta Capital.
A reception will take place before
the meeting. For 2016, the Chapter has
events planned for each month. Please
check the website for the most up-to-date information on dates and locations
as they become available.
For more information, visit http://com-munity.cfa.com/midsouthchapter/home
CFA’s Midwest Chapter held its YPG
Panel “Middle Market Deal Trends: Recap
of 2015, Outlook for 2016” on February
11, 2016 at Winston & Strawn in Chicago.
The panel provided a recap of trends
from middle-market lending deals and a
forecast of what to expect for 2016. The
event had time for networking with a
cocktail and hors d’oeuvres reception.
Michael Scolaro, a managing director and group manager at BMO Harris
Bank, served as moderator and panelists included: Keith Cable, senior vice
president and regional head for Wells
Fargo Commercial Banking in Chicago;
Theodore Koenig, president, CEO and
founder of Monroe Capital LLC; Thomas
Mills, managing partner at FocalPoint,
and James Snyder, corporate partner in
Winston & Strawn’s Chicago office.
On March 14 the Chapter will hold its
Annual Blackhawks outing with a pre-game networking party at Kaiser Tiger in
For more information, visit http://com-munity.cfa.com/midwestchapter/home
The Chapter held a Lunch and Learn,
“Legal and Practical Issues of Financing
In-Transit Inventory”, on January 29 at
Faegre Baker Daniels in Minneapolis. It
was led by Jen Miernicki and Jim Pfau
of Faegre Baker Daniels. The Chapter
also plans to host a lunch and learn