Howard A. Rein,
716.847.2651 | 800.777.4885
Fraud & forensic
Portfolio due diligence
Quality of earnings studies
and collateral with
high level expertise.
The Chapter held a Private Equity Luncheon on September 18 at Vic & Anthony’s
The Chapter will host a joint networking event with the TMA on October 9 at
Mo’s…A Place for Steaks in Dallas.
The Chapter’s 24th Annual Golf Invitational was once again held at the Geneva
National Golf Club in Lake Geneva, WI on
The Chapter hosted a Women’s Forum
on September 12 at Briggs and Morgan,
featuring the second of three breakfast
discussions of the book Lean In by Sheryl
Sandberg, COO of Facebook. The session
topic focused on career management:
“It’s a Jungle Gym, Not a Ladder”; “Are You
My Mentor?”; and “Seek and Speak Your
Truth”. It was moderated by Beth Limpert
of US Bank, Lyndsay Capedar of Briggs and
Morgan, and Julie Lovaas of Bell Banks.
CFA’s New Jersey Chapter, along with
NJTMA/NYIC ABI, AIRA, 475 Credit Club, TMA
- Long Island Chapter and TMA - Philadelphia Chapter will be hosting a Super
Networking Party on January 29, 2014, the
Wednesday before the Super Bowl comes
to New Jersey for the first time.
The Chapter hosted Oktoberfest - Beers,
Brats, and Bankers, on September 25 at
Northern California Chapter
The Chapter’s Happy Hour and San Francisco Giants vs. Los Angeles Dodgers Game
was held on September 26. A happy hour
prior to the game was held at Pete’s Tavern
in San Francisco.
The Chapter will have its second
annual Oktoberfest on October 24 at
The Chapter held its 2013 Energy Summit:
What will Capitalism Decide? on September 17 at The Belo Mansion in Dallas. The
event featured networking as well as several panels including: Energy Exits, Wind-downs and Pitfalls; Energy and Capitalism
– Most Efficient Sources of Energy and
Keynote Speaker: Bernard Weistein – SMU-Cox School of Business – Maguire Energy
Center, followed by a cocktail reception.
The Chapter’s PEGapalooza event will
be held October 29-30 at the Omni Dallas
Hotel in Dallas. For more information,
please visit www.pegapalooza.com.
For more information on CFA Chapters,
please visit www.cfa.com
Schroeder’s German Restaurant.
Save the date for the Holiday
Networking Reception at the Wayfare
Tavern in San Francisco on December
The Philadelphia Chapter will hold an Annual Fall Event featuring Merrill Reese on
October 30, 2013, starting at 5: 30 p.m. at the
Hyatt at the Bellevue – Philadelphia.
The event features networking with
colleagues while enjoying cocktails and
hors d’oeuvres as with featured guest
speaker, Merrill Reese - the “voice” of the
Philadelphia Eagles. Reese will offer observations on the current Eagles season
and will also stay for a Q&A session.
As part of the Fall Event, the Chapter
will be making a donation to Jenna’s
Hope - The Jenna Chicchi Memorial Fund.