Local CFA Day Activities
CFA Day activities are designed for CFA Institute member societies to recognize and celebrate the founding of the global investment profession by bringing together society members, CFA candidates, investors, employers, and other key constituents in their localities. (Return to the 60th anniversary press room.)
| Society | Activity | Date | Contact |
| Alabama | Networking reception with local university students, professors, and young professionals | 14 June | Zach Turnage, CFA |
| Argentina & Uruguay | Dinner featuring guest speaker | TBD | Fernando Berge, CFA |
| Arkansas | Informational event at Stephens, Inc. | 11 June | Eric Miller, CFA |
| Atlanta | Print advertisements in Atlanta Journal-Constitution, lunch featuring Mark Yusko | 21 June | Eli Niepoky, CFA |
| Atlantic Canada | Networking reception at Maritime Museum of the Atlantic | 11 June | Geoff Appleby, CFA |
| Austin | Dinner at the Blanton Museum featuring Todd Buchholz | TBD | Natalie Anderson, CFA |
| Austria | Print advertising | TBD | Harald Holzer, CFA |
| Bahrain | Career planning presentations to local universities and financial institutions | TBD | Essa Maseeh, CFA |
| Baltimore | Luncheon at Center Club, cocktail reception on USS Constellation | 14 June | Amy Zhang, CFA |
| Barbados | Cocktail reception, Traveling Conference | 11-12 June | Julia Weekes, CFA |
| Beijing | Exhibit on Finance Street, cocktail reception, advertisements | 18 June | Celine Mang |
| Bermuda | Cocktail party, golf tournament | 14, 17 June | Barbara Tonnock, CFA |
| Boston | Cocktail reception | 25 June | Kitty Kennedy |
| Brazil | Forecast dinner featuring Richard Hokenson | 14 June | Alexander Carpenter, CFA |
| Buffalo | Luncheon on fiduciary responsibility featuring guest speakers and panelists | 6 June | Richard Wall, CFA |
| Bulgaria | Golf outing, cocktail party | 9 June | Kalin Metodiev, CFA |
| Calgary | Luncheon, event at the Spruce Meadows Nationals | 6 June | Tori Fahey, CFA |
| Cayman Islands | Golf outing, Traveling Conference | 14-15 June | Mark Fagan, CFA |
| Chattanooga | Luncheon at The Chattanoogan featuring guest speaker and recognizing past presidents | 11 June | Chris Hopkins, CFA |
| Chicago | Private equity luncheon featuring Steven Kaplan | 11 June | Jill Epstein |
| Cincinnati | Golf outing, event at Reds game | 11, 14 June | Scott Rodes, CFA |
| Cleveland | Dinner featuring John Neff, CFA | 14 June | John King, CFA |
| Columbus | Dinner featuring Ted Aronson, CFA | 11 June | Richard Clemens, CFA |
| Cyprus | Cocktail reception, insert in the Financial Mirror | 11 June | Ioannis Georgiou, CFA |
| Dallas/Fort Worth | Dinner and "Investing in Art" presentation at local art museum | 7 June | Gary Walsh, CFA |
| Dayton | Dinner featuring Jason Trennert | 11 June | Dave Avdakov, CFA |
| Denmark | "Firm Management" featuring Ole Andersen | 11 June | Niels Markvorsen, CFA |
| Detroit | Dinner honoring past society presidents at Chrysler Museum | TBD | Kevin Yousif, CFA |
| Edmonton | Private wealth presentation | 7 June | Ken Soderquist, CFA |
| Emirates | Cocktail reception | 16 June | Lalit Agarwal, CFA |
| Finland | Dinner cruise featuring Steve Xu | 14 June | Laura Mannisto, CFA |
| France | "Challenges of Financial Analysis" conference at Salon France-Ameriques | 11 June | Jean-Francois Bouilly, CFA |
| Germany | Reception featuring Dr. Paul Achleitner, board member of Allianz AG | 20 June | Susan Spinner, CFA |
| Hartford | Cocktail reception | TBD | Karyn Cavanaugh, CFA |
| Hawaii | Golf outing, seminar, dinner at the Pacific Club | 26 June | Howard Hodel, CFA |
| Hellenic | Presentation, buffet | TBD | Yiannis Ritsios, CFA |
| Hong Kong | Exhibit in financial district, cocktail reception, advertorial | 15 June | Celine Mang |
| Houston | Wine tasting at the Houston Museum of Fine Arts | 11 June | Cindy Brien, CFA |
| Hungary | Dinner featuring Istvan Hamecz, CEO of OTP Fund Management | 13 June | Peter Varga, CFA |
| Idaho | Golf tournament, cocktail party | TBD | Kevin Jones, CFA |
| India | Advertising campaign, reception | TBD | Sunil Singhania, CFA |
| Indianapolis | Luncheon, golf outing at Crooked Stick Golf Club | 11 June | Charlotte Weems, CFA |
| Indonesia | Dinner featuring guest speaker; presentation of corporate governance manual to Jakarta Stock Exchange | 11 June | Triono Soedirdjo, CFA |
| Iowa | Golf outing, dinner | 4 June | Laura Beebe, CFA |
| Ireland | Employer event hosted by Department of An Taoiseach, barbecue | 22 June | Joe Kavanagh, CFA |
| Istanbul | Reception and dinner featuring corporate governance panel | 12 June | Alp Keler |
| Italy | Reception featuring Peng Chen at Pinacoteca Ambrosiana | 14 June | Gabriele Montalbetti, CFA |
| Jacksonville | Reception recognizing past society presidents | TBD | Joseph Janocko, CFA |
| Japan | Presentation, dinner featuring Barton Waring | 11 June | Shino Matsubara |
| Jordan | Dinner featuring guest speaker | 12 June | Sami Nabulsi, CFA |
| Kansas City | Golf tournament | 11 June | Joan Hecker |
| Korea | Dinner, programming focusing on the Code and Standards | 11 June | Chae-Kwang Lee, CFA |
| Lebanon | University outreach event, employer outreach dinner | 14, 21 June | Assem Safieddine |
| Los Angeles | Outreach campaign to investment professionals and media | week of 11 June | Linda Cahill |
| Louisville | Kentucky Economic Forecast featuring Dick Anderson, economist at the St. Louis Federal Reserve | 14 June | Chris Tobe, CFA |
| Luxembourg | Career/networking event | 11 June | Leon Kirch, CFA |
| Madison | Dinner at Monona Terrace Convention Center featuring Sam Stovall and Vince Lombardi, Jr. | 12 June | Jan Cliff, CFA |
| Maine | Forecast dinner featuring guest speaker | TBD | Carl Gercke, CFA |
| Malaysia | CFA Program info session, cocktail reception | 18, 22 June | Jason Lee Wei Chung, CFA |
| Mauritius | CFA Program info session, advertising campaign | 11 June | James Leung, CFA |
| Melbourne | Cocktail receptions | 12, 14 June | Andre Roberts, CFA |
| Memphis | Luncheon featuring guest speaker | 11 June | Jeff Smith, CFA |
| Mexico | CFA Day conference at Jockey Club of Mexico | 12 June | Sebastian Miralles |
| Miami | Networking reception, print advertisements in Miami Herald and Miami Today | TBD | Marco Tejada, CFA |
| Milwaukee | Golf tournament | 6 June | Todd Jankowski, CFA |
| Minnesota | Breakfast presentation (St. Paul), golf outing, luncheon (Minneapolis) | week of 11 June | Michael Lingvall, CFA |
| Mississippi | Conference for high net worth individuals at Country Club of Jackson | 7 June | Roger Muns, CFA |
| Montreal | Forecast dinner | 7 June | Michele Moisan-Girard, CFA |
| Naples | Networking event featuring guest speaker | 12 June | Bill King, CFA |
| Nashville | Dinner at the Frist Center for the Visual Arts | TBD | Mal Clissold, CFA |
| Nebraska | Dinner featuring Tom Osborne | 12 June | Tom Carney, CFA |
| Netherlands | Opening and closing of Amsterdam Stock Exchange, cocktail reception | 4 July | Serge Mans, CFA |
| Nevada | Luncheon featuring Jim Murren, CFA | TBD | Don Parker, CFA |
| New Mexico | Reception with panel discussion | 12 June | Laura Hall |
| New Orleans | Luncheon featuring Loren Scott; event at Zephyrs' game | 14, 16 June | Debbie Rivas, CFA |
| New York | Annual recognition dinner featuring SEC Chairman Christopher Cox | 14 June | Beth Godfrey |
| New Zealand | Cocktail parties in Auckland and Wellington | 11, 14 June | Katrina Kruger, CFA |
| North Carolina | Dinner recognizing past presidents; lunch hour event at Wachovia Center atrium | 6, 18 June | Zach Wagner, CFA |
| Okanagan | 1st Annual CFA Okanagan − Kelowna Mercedes Golf Tourney | 28 June | Larry Berrigan, CFA |
| Orange County | Event with John Wooden, panel discussion featuring past presidents | 12 June | Mike Kovar, CFA |
| Orlando | Golf tournament to benefit Junior Achievement | 16 June | Jessica Reuss, CFA |
| Ottawa | Golf outing | 22 June | Keith Thompson, CFA |
| Pakistan | University open house, golf outing, "Future of the Investment Management Profession" luncheon, evening reception | 2, 10, 12, 16 June | Ashraf Bava, CFA |
| Philadelphia | Reception and dinner at the U.S. National Constitution Center featuring Ted Aronson, CFA, John Bogle, and John Neff, CFA | 12 June | Lucy Momjiam, CFA |
| Philippines | CFA Program info session luncheons, CFA Philippines 10th anniversary dinner | 13 June | Mark Lu Yu, CFA |
| Portland | Annual dinner | 14 June | Stacey Flier, CFA |
| Providence | Golf/tennis outing, dinner featuring guest speaker | 11 June | Jeff Hanna, CFA |
| Romania | Dinner featuring past president recognition, roundtable discussion | TBD | Dragos Cabat, CFA |
| Russia | Dinner cruise | TBD | Alex Teplitskiy, CFA |
| Sacramento | Golf tournament | 14 June | Dave Carmany, CFA |
| Salt Lake | Celebratory luncheon recognizing Roger Clarke and Sam Stewart, CFA, networking event at Salt Lake Bees game | 11 June | Larry Stay, CFA |
| San Diego | CFA Institute 60th anniversary and CFA Society of San Diego 45th anniversary reception | 11 June | Lu Yu, CFA |
| San Francisco | Networking reception at the Ritz Carlton | 14 June | Brian Berberet, CFA |
| Saskatchewan | Reception (Regina), forecast dinner (Saskatoon) | 13 June (Regina), TBD (Saskatoon) | Blair Ledingham, CFA |
| Seattle | Cocktail reception featuring guest speaker | TBD | Jay Turley, CFA |
| Shanghai | Exhibit at Bank of China Tower, cocktail reception, advertisements | 19 June | Celine Mang |
| Singapore | Golf outing, society anniversary dinner | 11 June | Th'ng Beng Hooi, CFA |
| South Africa | Luncheon featuring JP Landman (Johannesburg) | 11 June | Arthur Thompson, CFA |
| South Carolina | Print advertisements in three major state newspapers | 11 June | Matthew Walter, CFA |
| South Florida | Charity dinner to benefit Make-A-Wish Foundation of Southern Florida and equity panel | 13 June | Gerry Lachnicht, CFA |
| Spain | Dinner featuring guest speaker | 14 June | Carlos Gallo, CFA |
| Spokane | Golf event at Downriver Golf Club, dinner | TBD | Brian Brill, CFA |
| Sri Lanka | CFA Day forecast dinner | 11 June | Ajantha Madurapperuma, CFA |
| St. Louis | Networking event at Cardinals game | 24 June | Chris Bloomstran, CFA |
| Stamford | Dinner featuring guest speaker | 14 June | Yijing Robertson, CFA |
| Sweden | Seminars followed by dinner and entertainment | 13 June | Henrik Bjerklin, CFA |
| Switzerland | Social event featuring guest speaker | 18 June | Julien Froidevaux, CFA |
| Sydney | Luncheon featuring Jan Squires, CFA | 13 June | Victoria Rati, CFA |
| Thailand | Recognition reception featuring Marc Faber | 12 June | Pisit Jeungpraditphan, CFA |
| Toledo | Golf outing and dinner | 13 June | Linda Bowyer |
| Toronto | Networking event at Blue Jays game | 15 June | Sara Maginn Pacella |
| Trinidad & Tobago | Traveling Conference featuring Jay Taparia, CFA | 15 June | Wayne Dass, CFA |
| Tucson | "Honoring Those Who Built the Profession" luncheon | TBD | Alan Willenbrock, CFA |
| United Kingdom | Champagne reception at Guildhall Art Gallery | 14 June | Tracy Blake |
| Vancouver | Networking event at Vancouver Art Gallery featuring guest speaker | 11 June | Donna Jones, CFA |
| Vermont | Sponsorship of Financial Fitness for Life Teacher Training Workshop and the 2007 LeaderShip Program, cocktail reception | 11 June |
Annmarie Deitrich,
CFA |
| Victoria | Networking event with silent auction and wine tasting at the Art Gallery of Greater Victoria | 11 June | Jeffrey Hunter, CFA |
| Virginia | Annual meeting recognizing past presidents | TBD | Joanne Wiley, CFA |
| Washington | Reception at the Kennedy Center for the Performing Arts featuring Peter Bernstein | 14 June | Bob Pugh, CFA |
| West Michigan | Luncheon at The University Club featuring Donald Straszheim | 5 June | Chris Rieddle, CFA |
| Winnipeg | Luncheon featuring Tiff Macklem, deputy governor of the Bank of Canada | 21 June | Leney Richardson, CFA |