Where the CFA Charter Can Take You: Career Stories from Our Members                         

The Emerging Leaders Group at CFA Society Stamford invites you to join us on October 7th for an engaging conversation with a panel of CFA Society Stamford members who have built successful careers across the investment industry.  

Hear how the CFA Charter shaped their professional journeys, the decisions that influenced their careers, and the advice they have for all emerging leaders in the industry.

Who is this event for? Whether you’re early in your career, pursuing the CFA charter, or already a Charterholder and thinking about what comes next, this is a great opportunity to gain perspective, ask questions, and connect with fellow investment professionals.

Moderator: Tom Collimore, CFA, Programming Co-Chair, CFA Society Stamford

Panelists:

Scott Brooks, CFA

Co-Founder, Managing Partner

Conduit Private Partners, LLC

Jeff Kalapos, CFA

Chief Investment Officer – Private Wealth

Coastal Bridge Advisors

Edwin Lugo, CFA

Founder & Managing Director

EL2 Capital LLC

Brian Potok, CFA

Managing Partner & Wealth Advisor

Retirement Income Resources, LLC

Jeremy Sforza, CFA

Managing Director, Finance and Technology

CoreCommodity Management, LLC

October 7th, Evening's Program:

6:00 PM Drinks & Networking

6:30 PM Panel Session/Q&A

7:00 PM Light Buffet Dinner & Networking

Location:

Tutti Pazzi Restaurant, Stamford, CT

Cost:

CFA Society Stamford Members & Candidates: Complimentary

Guests: $25.00

 Registration required, please see registration link below.