analysis on macroeconomic developments in the major economies of the
world. He is based in Charlotte, NC.
CFA’s Charlotte Chapter will hold a
luncheon with Mary Mack of Wells
Fargo Advisors, LLC at The Palm Restaurant in Charlotte, NC on May 26.
Mack is president and head of Wells
Fargo Advisors, LLC, and leads one of
the nation’s largest full-service retail
brokerage organizations. She is a 30-
year veteran of the company and has
a broad mix of brokerage/advisory,
banking and finance experience.
For more information visit http://cfa.
On May 12, a Lenders Panel Luncheon
was be held at the Ft. Lauderdale
Yacht Club. The Chapter’s Tampa
Luncheon was be held May 27 at The
Center Club in Tampa. On June 24, the
Chapter will host its Marlins Event
with the TMA at Marlins Stadium in Miami, FL. In July (date TBD) the Chapter
will host a CBRE Market Report in Fort
Lauderdale, FL. For more information
In May (date and location TBD) the
Chapter will host a baseball event in Birmingham, AL. On August 18 the Chapter
will hold a joint networking event with
Tennessee ACG at the Wiseacre Brewing
Company in Memphis, TN. On September 9 the MidSouth Chapter and TMA
Alabama will host a Golf Tournament at
Robert Trent Jones Golf Trail at Oxmoor
Valley in Birmingham, AL.
For more information, visit http://com-munity.cfa.com/midsouthchapter/home
On April 6, the Chapter’s Young Professional Group held its 3rd Annual NCAA
Championship Pre-game Networking
Event at Highline in Chicago, IL. The
Chapter’s Spring Educational Panel,
entitled “Doing Deals in Volatile Markets” was held April 9 at the Union
League Club in Chicago. The panel
was moderated by Thomas Fawkes,
partner, Goldstein & McClintock LLLP;
Charles Braley, director, AlixPartners’
Turnaround & Restructuring Services
practice; Penny Fine, senior vice president and business development officer, FirstMerit Bank Business Credit;
and Richard Schmitt, CEO, president
and a founder of AccuVal-Liqui Tec.
The Chapter’s Annual Cubs outing will
be held June 25. The Chapter’s 26th
Annual Golf Invitational will be held
at the Harborside International Golf
Center in Chicago, IL on June 30.
For more information, visit http://com-munity.cfa.com/midwestchapter/home
CFA’s Minnesota Chapter held a credit
panel on April 22 at Golden Valley Golf
and Country Club in Golden Valley, MN.
A panel of local experts presented on
the current state of the credit market
and the event featured a networking
reception immediately following the
presentation. A valuations, inventory appraisers and liquidators panel
event will be held on June 17, with a
networking reception after. Save the
dates for a summer social on August 5
and a presentation by Economist Toby
Madden on October 21 (locations TBD).
For more information visit http://commu-nity.cfa.com/minnesotachapter/home
On June 1 the Chapter will host its
Annual Golf Tournament to benefit the
Ron Burton Training Village in Canton,
MA. For more information, visit http://
CFA’s MidSouth Lenders Panel lunch meeting in Birmingham, AL on March 19
drew 50 attendees.
Photographed from left to right: Bill Benning, vice president, First Tennessee Bank,
and Patrick Trammell, president, Southeastern Commercial Finance