the cfa brief
The Chapter held an education event - “Pre-
paring for the Workout” on August 14 at
Greenberg Traurig, LLP’s office in Atlanta.
Panelists for the event brought over 140
years of collective experience in commer-
cial lending and secured transactions and
David Kurzweil, Greenberg Traurig;
Mark Bohntinsky, Sun Trust; Ron Glass,
GlassRatner; Greg Charleston, Conway
McKenzie; Jeff Stanek, Wells Fargo and Don
On July 10, the Chapter held its Annual BBQ
at the Sheraton Universal in Universal City,
CA. For more information on this event,
please read Chapter Spotlight on page 65.
The Chapter’s Presidents Panel will be
held at Shutters on The Beach in Santa
Monica, CA, on September 11.
Save the date for the Chapter’s Annual
Fall Golf Classic, to be held on October 17
at Pacific Palms Resort/Industry Hills, and
the Holiday Party on December 11, at the
On August 14, the Chapter held a membership drive and networking cocktail party at
Mia Francesca Trattoria in Raleigh, NC.
The Chapter hosted a networking, lunch
and presentation event at the Palm Restaurant in Charlotte on August 27. “Grow
Your Customers’ Export Sales/Managing
Repayment Risk”, with Christopher (Chris)
Buchanan of Moore & Van Allen and Paul
Frost, vice president, Structured Trade
Finance at Bank of America Merrill Lynch.
The Chapter’s Annual Golf Outing will be
held at the Verdict Ridge Country Club in
Denver, NC on September 19.
recovery of the town of Sea Bright, NJ as a
result of the devastation created by Hurricane Sandy.
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 will host Oktoberfest - Beers,
Brats, and Bankers, on September 25 at
The Chapter’s Happy Hour and San Francisco Giants vs. Los Angeles Dodgers Game
will be held on September 26. A happy hour
prior to the game will be held at Pete’s Tavern in San Francisco. The game will begin
at 7: 15 p.m.
Save the date for the Holiday Networking Reception at the Wayfare Tavern in San
Francisco on December 5, 2013.
On August 18, the Chapter held its Sporting
Clay Challenge, presented by Hilco Valuation Services at Elm Fork in Dallas.
The Chapter will hold its 2013 Energy
Summit: What will Capitalism Decide?
on September 17 at The Belo Mansion in
Dallas. The event will feature 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
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.
Save the date for the Chapter’s monthly
meeting on October 30 at the Palm Restaurant in Charlotte, with guest speaker Dr.
Silvia of Wells Fargo.
CFA-Tampa invited Lee Hoffman, Riverwalk
development manager for the City of
Tampa, who discussed “The Riverwalk: The
Impact Of Completing Our 40-Year Vision”
at the Centre Club in Tampa on July 30.
On August 28, the Chapter held a CFA
Member Only Appreciation Social Networking Event at Cooper’s Hawk Winery &
Restaurant in Tampa.
On September 25, the Chapter will
welcome Tim Atkinson, CFA’s Director of
Membership, Education and Chapter Support at the Centre Club in Tampa.
The Chapter will hold 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 July 30.
The Chapter hosted a fun night of lawn
bowling on Brits Pub’s rooftop on August
20. Attendees enjoyed the downtown
sights, a friendly game, drinks and networking.
On August 8, the Chapter had its 3rd Annual
Summer Beach Party at the Ocean Place
Resort & Spa in Long Branch, NJ. There was
music by Snack Cracker and some of the
industry’s own musicians as well as fund-raising for Sea Bright Rising, a non-profit
organization devoted to the relief of the
needy and/or displaced and the general