Upcoming Events
Strategic Exit Planning for Investment Advisers and Broker-Dealers
Join us for an insightful panel discussion featuring Isabel Alcántara, John Quinn, and Jeanelle Alemar-Escabí, as they explore the critical elements of exit planning for investment advisers and broker-dealers.
This event will cover:
· Key considerations when planning an exit strategy.
· Legal, regulatory, and financial factors to navigate transitions effectively.
· Insights on the incentives and advantages of moving operations to Puerto Rico.
Whether you're preparing to sell, merge, or transition your business, this session will provide actionable strategies to ensure a successful exit.
Speakers:
Jeanelle Alemar-Escabi, Tax Strategist and Business Consultant - JACE LLC
John Quinn, Founder – Quinn Law Partners
Isabel Alcantara, Founder & Principal Attorney – Alcantara Law, LLC
Light snacks and beverages will be available. for in-person attendees
Date: January 22, 2025 (Wednesday)
Time: 6:00pm-8:00pm (in-person)
6:30pm-7:30pm (webcast speaker portion)
Place: Base Cowork
1666 Avenida Juan Ponce de Leon
San Juan
Parking is available near the building
Cost: Members – in-person – $10
Non-Members – $20
Students – $5
Webcast - $10
For tickets:
https://www.eventbrite.com/e/1084776829699?aff=oddtdtcreator
Speaker’s Bios:
Jeanelle Alemar-Escabí is a Tax Strategist and Business Consultant with JACE LLC. Jeanelle has been a tax practitioner for more than 18 years. Since 2015 she has assisted more than 70 businesses and investors to relocate their operations to Puerto Rico. She is also an adjunct professor of the Law School at the University of Puerto Rico teaching Business Operations in Puerto Rico. Ms. Alemar -Escabí worked as part of the tax practice group of the law firm Pietrantoni, Mendez & Alvarez LLC from 2005 to 2015. In addition, she served as tax adviser for the Secretary of the Puerto Rico Treasury Department from 2001 to 2004. Her certifications include: Certified Public Accountant and Chartered Global Management Accountant affiliated to the AICPA; and Certified Promoter by the Puerto Rico Department of Economic Development and Commerce to promote Puerto Rico.
John Quinn is the founder of Quinn Law Partners. He regularly assists his clients in registering with federal and state regulatory authorities, establishing private pools and investment vehicles, purchasing and selling financial services businesses, complying with applicable federal and state securities and investment advisory laws, and managing risk associated with the financial services industry. John has also successfully represented clients before federal and state courts, the United States Securities & Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”), state regulatory authorities and FINRA arbitration panels.
As the former Director of the Pennsylvania Securities Commission's Division of Corporation Finance, John and his staff applied federal and state securities laws to ensure that financial services professionals registered in Pennsylvania complied with all applicable regulations. John was also the Chair of the North American Securities Administrators Association's Corporate Accountability Project Group, which regularly issues recommendations to state and federal securities regulators on corporate governance laws and policies.
John graduated magna cum laude from Villanova University in 1994, and graduated with high honors from George Washington University Law School in 1997. John is admitted to practice in Pennsylvania, Virginia and the District of Columbia.
Isabel Alcantara is the Founder & Principal Attorney of Alcantara Law, LLC, where she specializes in investment adviser registration and compliance services, U.S. residence through investment [E2 and EB-5], and Regional Center compliance. She is admitted to the Washington, D.C. Bar and speaks English and Spanish.
Isabel's clients are typically small- to mid-sized registered investment advisers and foreign investors. Isabel regularly advises clients on issues related to compliance with the Investment Advisers Act of 1940, the Securities Act of 1933, the Investment Company Act of 1940 and U.S. laws governing foreign investor visas. The firm serves clients residing in the United States and abroad.
Isabel was previously a compliance analyst at Greenwich Advisor Compliance Solutions and a New Accounts representative at Interactive Brokers Washington, D.C. office. She interned at the Office of Chief Counsel for the National Aeronautics and Space Administration while completing her law degree at St. Thomas University School of Law. Prior to embarking in her legal career, Isabel taught English at schools in Madrid, Spain for almost four years.
Isabel is a native English speaker and fluent in Spanish. She has an Associates of Arts degree in Psychology from Northern Virginia Community College (VA, USA), a Bachelor of Arts degree in Liberal Arts from Roberts Wesleyan College (NY, USA), a Master of Arts degree in Bilingual and Multicultural Education from the Universidad de Alcalá de Henares (Madrid, Spain), a Master of Arts degree in Literary and Cultural Studies of Spain and Latin America from New York University (Madrid Campus). While enrolled in law school, Isabel received a CALI Excellence for the Future Award for receiving the highest score in a legal persuasion course. She was also selected to participate in the Hispanic National Bar Association’s Intellectual Property Institute in 2019.
Holiday Happy Hour
The Financial Analysts’ Society of Puerto Rico invites you to join us for our next in-person event. We are holding a Happy Hour tomorrow, Tuesday, December 10th from 5:00pm to 7:00pm at Callejero’s in Miramar. This will be a good opportunity to get together before the holidays, reconnect with familiar colleagues and meet new ones.
As usual, we will update you on upcoming FASPR programs and events at the Happy Hour. This will be an unsubsidized event (pay for your own food and drinks). Please bring along anyone who might be interested in joining FASPR. And if you have not already done so, please renew become a member or renew you FASPR membership at FASPR.org
Date: December 10, 2024 (Tuesday)
Time: 5:00pm-7:00pm
Place: Callejero’s
621 Ave de la Constitution
San Juan
Free parking is available right next to the restaurant in the space used by a car wash during the day
Meet Sean Dempsey, Author of “The Investor’s Warp Whistles”
The Investor’s Warp Whistles.
Discover hidden shortcuts and financial cheat codes that quickly catapult you out of mediocrity and into true financial peace. This book reveals invaluable Warp Whistles for investing, saving, & avoiding taxes. Learn why 401Ks are horrible and RISKY; instead, learn how to create passive income!
Date: December 3, 2024 (Tuesday)
Time: 6:30pm-7:30pm (webcast)
Cost: Webcast - Members – $5
Webcast - Non-Members – $10
Webcast - Students – $5
For tickets:
https://us06web.zoom.us/meeting/register/tZYldOCgrD0oGNKN74G7XPLuOZLRMu9ikGVk
Sean Dempsey is an avid investor and entrepreneur. He owns rental properties across New England as well as nine successful businesses in New Hampshire. Sean is a student of Robert Kiyosaki as well as a practitioner of Nelson Nash’s Infinite Banking Concept (IBC).
Stepping into a new chapter in 2024, Sean’s focus has pivoted out of the “rat race” (to quote Robert Kiyosaki) to writing full time—nurturing a growing passion for storytelling, mentorship, and education.
Over the last 15 years as an entrepreneur, Sean has built a solid foundation in digital marketing and business management. He founded and ran three separate New England marketing agencies (with a collective value over $7M). Sean also built eight additional startup companies involving short-term and multifamily real estate.
Now a full-time author, Sean’s narratives and business insights are shared with a broader audience, encapsulating a journey from digital landscapes to the tangible world of poetry and prose. His most recent book “The Investor’s Warp Whistles” is a passion project and a distillation of Sean’s body of investment knowledge accumulated to date.
Members-Only Event: A special pre-event cocktail hour ahead of PR Global Invest 2025.
We are delighted to extend an exclusive invitation to the society members to join us for a special pre-event cocktail hour ahead of PR Global Invest 2025. This invite-only gathering will take place on November 19th in Old San Juan, offering you the opportunity to connect with fellow attendees and key industry leaders in an intimate setting before the main conference in March.
Event Details:
Date: November 19th, 2024
Time: 6:00 PM – 8:00 PM
Old San Juan
Complimentary cocktails
Members-Only Event: Blackstone & Glide Event: BCRED & Private Credit Through an
Blackstone and Glide Capital are excited to invite you for an in-person event where we will discuss the expansion of private credit in recent years and aspects of private credit investing that can set a manager apart for their clients.
The event features a Fireside Chat with Carlos Whitaker, President of Blackstone Private Credit Fund (BCRED) and Blackstone Secured Lending Fund (NYSE: BXSL). Carlos Whitaker is a Senior Managing Director with Blackstone Credit & Insurance (BXCI) based in New York and serves as President of Blackstone Private Credit Fund (BCRED) and Blackstone Secured Lending Fund (NYSE: BXSL), where he oversees management, business development, and performance of these investment vehicles.
Non-Dilutive Funding Opportunities in Puerto Rico’s Innovation Sectors
Join us as Colton Wandke, Co-Founder & Partner at DECA Analytics and Partner at the PR Innovation Fund discusses the incentives in Puerto Rico for innovation and manufacturing. These incentives impact the biotech industry, but also many others, such as medical devices, software development, consumer products, green tech, agtech, and more. The speaker will also address the monetizable tax credits, local and federal grants, and other non-dilutive funding mechanisms unique to Puerto Rico.
Light snacks and beverages will be available. for in-person attendees
Date: September 25, 2024 (Wednesday)
Time: 6:00pm-8:00pm (in-person)
6:30pm-7:30pm (webcast speaker portion)
Place: Base Cowork
1666 Avenida Juan Ponce de Leon
San Juan
Parking is available near the building
Cost: Members – in-person – $10
Non-Members – $20
Students – $5
Webcast - $10
Event details and ticket sales for our upcoming event featuring Colton Wandke are now available at:
https://www.eventbrite.com/e/1004020701947?aff=oddtdtcreator
Speaker’s Bio: Colton Wandke
Colton Wandke is the Co-Founder & Partner at DECA Analytics, LLC, where he focuses on executing the firm’s capital markets services and strategic initiatives for clients. With significant expertise in transaction advisory and non-dilutive capital structuring, Mr. Wandke leads the firm’s tax credit, grants, and debt financing programs.
Mr. Wandke is also a partner in the PR Innovation Fund.
Before co-founding DECA Analytics, Mr. Wandke worked in investment banking and private equity, where he gained significant industry experience in the financial services industry. In his prior roles, he led numerous buy-side and sell-side M&A transactions and participated in debt and equity capital raises for clients focusing on the Life Sciences and Technology industries.
Mr. Wandke holds a Bachelor of Science degree in Finance from the SDSU Fowler College of Business and the designation of CAIA (Chartered Alternative Investment Analyst). With his diverse expertise and experience in the financial services industry, he continues to drive the success of DECA Analytics and its clients.
Growth, Opportunities, and Pitfalls in the U.S. State-Licensed Cannabis Market
Come learn about the growth, opportunities, and pitfalls in the U.S. state-licensed cannabis market, a $30 billion revenue industry growing at 15% per annum. With more than $2 billion in closed loans to date, Chicago Atlantic is the largest lender to the U.S. cannabis industry. Based in Chicago and Miami, Chicago Atlantic has an 80+ person team and manages over $1.3 billion in investments.
Its open-ended fund, Chicago Atlantic Credit Opportunities, LLC, finances senior secured loans to established cannabis business operators. The fund has over $600 million in LP commitments from over 500 family offices, registered investment advisors, and institutional investors. It has delivered 3 percent distributions per quarter without a single exception and historical net annualized returns of 18 percent and has had no loss of principal since inception.
Light snacks and beverages will be available. for in-person attendees
Date: June 26, 2024 (Wednesday)
Time: 6:00pm-8:00pm (in-person)
6:30pm-7:30pm (webcast speaker portion)
Place: Base Cowork
1666 Avenida Juan Ponce de Leon
San Juan
Parking is available near the building
Cost: Members – in-person – $10
Non-Members – $20
Students – $5
Webcast - $10
For tickets:
Speaker’s Bio: Andreas Bodmeier, Ph.D.
Andreas has been working at the intersection of finance and analytics for over 15 years. Prior to founding Chicago Atlantic, Andreas co-founded a boutique technology and consulting firm focused on FX and commodity risk management for multi-national corporations, as well as advising on capital structure decisions and investor relations. He was also a co-founder of an SEC-registered online investment adviser for 401(k) or 403(b) retirement accounts. As Chief Investment Officer and Chief Compliance Officer, Andreas built the firm’s investment methodology and compliance program. Andreas has also served as a consultant for hedge funds, proprietary trading firms, commercial and consumer lenders, and pharmaceutical companies. His academic research at The University of Chicago Booth School of Business focused on capital market anomalies, portfolio allocation, and risk management.
Ph.D. (Finance) and MBA, The University of Chicago Booth School of Business
MSc (Statistics), Humboldt University of Berlin
BSc (Mathematics), Freie University of Berlin
BSc (Physics), Freie University of Berlin
BSc (Business Economics), University of Hagen, Germany
Overview of PR Tax Incentives for the Financial Services Industry and the Upcoming Tax Season in PR.
Join us for an overview of PR Tax Incentives for the Financial Services Industry and what to expect for the upcoming tax season in PR. Our discussion will be led by Juan Carlos Stolberg – Partner at Stolberg Law, LLC, and Paola Medina Prieto - CPA, corporate/tax attorney and notary public.
Light snacks and beverages will be available for in-person attendees
Date: March 5, 2024 (Tuesday)
Time: 6:00pm-8:00pm (in-person)
Time: 6:30pm-7:30pm (webcast speaker portion)
Place: Base Cowork
1666 Avenida Juan Ponce de Leon
San Juan
Parking is available near the building
Cost: Members – in-person - $10
Non-Members - $20
Students – $5
Webcast - $10
For tickets:
Juan Carlos Stolberg Biography
Juan Carlos Stolberg is a corporate and transactional attorney and partner at Stolberg Law, LLC with experience in mergers and acquisitions, private equity, venture capital, startup law, real estate and hospitality law, tax incentives, art law, and general corporate matters.
In addition to his legal practice, Mr. Stolberg owns and operates a residential and commercial real estate conglomerate in San Juan, Puerto Rico, where he has coordinated and carried out conversions and other turnaround strategies to maximize asset appreciation.
In October of 2013, Juan Carlos co-founded Piloto 151, San Juan’s first co-working space, dedicated to the strengthening of the entrepreneurial and startup ecosystem in Puerto Rico via educational workshops, industry seminars, networking events, exchange programs and other collaborative initiatives.
Paola Medina Prieto Biography
Attorney Medina Prieto has been a tax practitioner for the past 10 years. She began her career at O’Neill & Borges LLC, where she worked as an associate in the corporate department. She later delved into the in-house counsel realm, where she was the director of legal affairs of a local technology startup, in which she set up the corporate and tax structure, designed complex
LLC Operating Agreements and other documents for raising capital, while managing vendor, employment, and intellectual property matters.
She currently has her own corporate and tax structuring practice for various industries in Puerto Rico. Her main practice areas involve corporate matters and governance, including setting up new businesses, designing their corporate and tax structures in order to request the most appropriate tax benefits, handling regulatory and compliance matters, mergers & acquisitions, government affairs, real estate, and commercial lending.
Attorney Medina Prieto is Treasurer and Member of the Board of Directors, Proyecto Matria, and a Member of the Board of Directors, Tax Incentives Association Inc.
She earned a Juris Doctor degree from University of Puerto Rico, RP, Magna Cum Laude, where she was Editor in Chief, UPR Business Law Journal Editorial Board. She earned a BBA from University of Puerto Rico, RP, Summa Cum Laude
FASPR Happy Hour
The Financial Analysts’ Society of Puerto Rico invites you to join us for our next in-person event. We are holding a Happy Hour on Wednesday, December 6th from 5:00pm to 7:00pm at Graziani Restaurante in Santurce. The entire restaurant is reserved for our group, so we’ll have plenty of space. Please bring along friends and colleagues to join us. This will be another great opportunity to reconnect with familiar colleagues and meet new ones.
As usual, we will update you on upcoming FASPR programs and events at the Happy Hour. This will be an unsubsidized event (pay for your own food and drinks). Please bring along anyone who might be interested in joining FASPR. And if you have not already done so, please renew become a member or renew you FASPR membership at FASPR.org
Date: December 6, 2023 (Wednesday)
Time: 5:00pm-7:00pm
Place: Change of Venue – we are now holding the event at:
Graziani Restaurante
811 Calle Cerra
Santurce, PR 00907
Sergio Marxuach - The Puerto Rico Economy and the Impact of Federal Funding on Healthcare
Join us for a discussion with Sergio Marxuach, Policy Director and General Counsel at the Center for a New Economy, about the Puerto Rico Economy and the Impact of Federal Funding on Healthcare
Sergio M. Marxuach is the Policy Director and General Counsel at the Center for a New Economy, a non-profit, non-partisan think tank. Prior to joining the Center, Mr. Marxuach served as Deputy Secretary of Commerce and Economic Development for the Commonwealth of Puerto Rico and as Special Assistant to the executive director of the Commonwealth’s Office of Management and Budget.
Before joining the Commonwealth government, he was an associate for five years in the New York City law firm of Curtis, Mallet-Prevost, Colt & Mosle LLP, where he worked mostly in Latin American transactions and international corporate matters, structuring cross-border capital market transactions, and arranging vendor financing and syndicated credit facilities for U.S. multinational firms.
His work at CNE has been cited in The New York Times, The Wall Street Journal, The Washington Post, and The Economist, among other prestigious publications. Mr. Marxuach has also been invited to testify before several Congressional committees and to brief committee staff members as well as U.S. executive branch officials on matters related to Puerto Rico’s economy and fiscal situation.
Mr. Marxuach has a B.A. in Economics and Political Science from Yale University, where he was awarded the Henry Edwards Ellsworth Prize for his Senior Essay. He also obtained a Juris Doctor degree from the Georgetown University Law Center and a Master of Science in Foreign Service from the Graduate School of Foreign Service at Georgetown University.
Date: April 27 2022 (Thursday)
Time: 5:00pm-7:00pm (in-person)
Time: 5:30pm-6:30pm (Speaker/webcast portion)
Place: Base Cowork
1666 Avenida Juan Ponce de Leon
San Juan
Parking is available near the building
Cost: Members – in-person - $12
Non-Members - $22
Students – Free
Webcast - $12
For tickets:
FASPR Happy Hour
The Financial Analysts’ Society of Puerto Rico invites you to join us for our next in-person event. We are holding a Happy Hour on Wednesday, March 22nd from 5:00pm to 7:00pm at Tinto y Blanco in Hato Rey. This will be another great opportunity to reconnect with familiar colleagues and meet new ones.
We will update you on upcoming FASPR programs and events at the Happy Hour. This will be an unsubsidized event (pay for your own food and drinks). Please bring along anyone who might be interested in joining FASPR.
Date: March 22, 2023 (Wednesday)
Time: 5:00pm-7:00pm
Place: Tinto y Blanco
204 Avenida Luis Munoz Marin
San Juan
Across the street from Popular Center
CFA Ethics Challenge Final Round
Two teams from each University (UPR Mayaguez and UPR Rio Piedras) have advanced to the Final Round. These teams will analyze the ethical dilemmas presented in a case study, identifying the breaches of the CFA Standards of Practice and Code of Conduct and suggesting ways to prevent any violations going forward.
Results:
On behalf of the Financial Analysts’ Society of Puerto Rico (FASPR), I’d like to congratulate the winners of the second CFA Ethics Challenge sponsored by FASPR. The winning team was from UPR – Mayaguez and consisted of Nileika Cherena, Emily Wu, Darwin J Díaz González, Carlos Jorge Hernández Castrodad ,and Kaleb O. Valentín Morales. They did a fantastic job.
The Winning Team
Left to Right: Angel Rivera, CFA (Judge), Kaleb O. Valentin, Nileika Cherena, Emily Wu He, Darwin Diaz, Carlos Hernandez, and Yolanda Ruiz-Vargas, PhD (Faculty Adviser)
We would also like to congratulate the other teams in the competition. The judges and other organizers were very impressed with all of the teams. This competition consisted of three teams from UPR-Mayaguez, and three teams from UPR – Rio Piedras. These teams went through a preliminary round, which chose the top two teams from each campus. These teams then competed in a final round, where our winner was chosen. A different case was analyzed by the teams in each round of the competition.
The CFA Ethics Challenge is a The Ethics Challenge is a competition between university-sponsored teams that analyze a case which contains a variety of ethical dilemmas. The cases incorporate common ethical issues and the application of the CFA Institute Code of Ethics and Standards of Professional Conduct. Despite being new to the CFA Institute Code of Ethics and Standards of Professional Conduct and much of the terminology used in the case studies, all of the University teams showed a thorough grasp of the concepts and did an extraordinary job of identifying the ethical lapses in the cases and recommending solutions.
We would also like to thank our judges for the competition, Harry Markopolos, Angel Rivera, John Fitzpatrick, and Stephen Inglis. In addition to the time and effort they put into the preparation for the competition, they provided thoughtful feedback and advice to all of the teams.
Lastly, we would like to thank the faculty advisors from each campus, Yolanda Ruiz-Vargas, PhD from UPR – Mayaguez, and Charles Carpenter, CFA from UPR – Rio Piedras. The competition could not have occurred without their active participation.
We believe that all involved were encouraged by the abilities and enthusiasm shown by all of the student competitors. The goals of the Financial Analysts’ Society of Puerto Rico include strengthening the finance community in Puerto Rico through ongoing educational and professional opportunities for its members while promoting the highest ethical standards and professional excellence. The performance of our competitors gives us great cause for optimism for the future of the profession here in Puerto Rico.
CFA Ethics Challenge Preliminary Round
Preliminary Round of the 2023 CFA Ethics Challenge Hosted by FASPR. This competition will feature teams from UPR Mayaguez competing against each other in the at 3:00pm in the afternoon, followed by teams from UPR Rio Piedras competing against each other at 5:00pm. Two teams from each university will advance to the Finals on February 23rd.
Ignacio Alvarez – Current State of the Puerto Rico Economy and the post-FOMB, Post-Maria Outlook
Join us for a discussion with Ignacio Alvarez, President and CEO of Popular, Inc., about the current state of the Puerto Rico economy and the post-FOMB, post-Maria outlook
Ignacio Alvarez is President and Chief Executive Officer of Popular, Inc. Popular, Inc. is the leading financial institution in Puerto Rico with operations in the mainland United States and the Virgin Islands and ranks among the top 50 bank holding companies in the United States. Ignacio and his team are responsible for more than $62 billion in assets, 8,500 employees and 1.86 million clients. He previously served as President and Chief Operating Officer from 2014 to 2017 and as Chief Legal Officer from 2010 to 2014.
He has successfully led the execution of corporate and business strategies delivering positive results in Popular’s Puerto Rico business despite challenging conditions and overseeing the repositioning of our operations in the United States. Ignacio has also guided initiatives to expand digital reach and capabilities, implement corporate initiatives in the areas of leadership development and diversity and inclusion, while progressing on building a culture of productive risk management.
Prior to joining Popular, Alvarez was one of the founding partners of Pietrantoni Mendez & Alvarez LLP, a premier law firm in Puerto Rico. He specialized in corporate and banking law and was vital in the firm’s success for 18 years.
Alvarez graduated Magna Cum Laude from Georgetown University in 1980 and studied law at the Harvard Law School, graduating Cum Laude in 1983. In that same year, he was admitted to practice law in Florida and the Commonwealth of Puerto Rico. He serves on the Board of Directors of Endeavor Puerto Rico, Fundación Banco Popular, and Popular Bank Foundation. Alvarez also is a member of ABA's Government Relations Council and the president of the Puerto Rico's Bank Association.
FASPR Happy Hour
The Financial Analysts’ Society of Puerto Rico invites you to join us for our next in-person event. We are holding a Happy Hour on Wednesday, October 12th from 5:00pm to 7:00pm at Graziani Restaurant in Santurce. This will be a great opportunity to reconnect with familiar colleagues and meet new ones.
We will update you on upcoming FASPR programs and events at the Happy Hour. This will be an unsubsidized event (pay for your own food and drinks). We will be sending out requests for membership dues and renewals soon.
Date: October 12, 2022 (Wednesday)
Time: 5:00pm-7:00pm
Place: Graziani Restaurant
811 Calle Cerra
Santurce
Pay parking is available across the street from the restaurant. Free on-street parking is available, but hard to find.
Manuel Cidre - Economic Development, Tax Incentives and the Outlook for PR
Join us for a talk with Manuel Cidre – Secretary of the Puerto Rico Department of Economic Development and Commerce
Note Changed Date
We will discuss the state of the Puerto Rico economy. economic development efforts, the tax incentives intended to attract new businesses to the island, and other efforts to improve the competitive position of Puerto Rico.
This will be an in-person event that will also be available as a webcast. The in-person event will be held at Base Co-Work in Santurce beginning at 5:00pm AT. The webcast will begin 30 minutes later at 5:30pm AT
For tickets:
https://www.eventbrite.com/e/manuel-cidre-economic-development-tax-incentives-and-the-outlook-for-pr-tickets-404158738667
FASPR Happy Hour
The Financial Analysts’ Society of Puerto Rico invites you to join us for our next in-person event. We are holding a Happy Hour on Wednesday, July 13th from 5:00pm to 7:00pm at Tinto y Blanco in Hato Rey. This will be a great opportunity to reconnect with familiar colleagues and meet new ones.
We will update you on upcoming FASPR programs and events at the Happy Hour. This will be an unsubsidized event (pay for your own food and drinks). We will be sending out requests for membership dues and renewals soon.
Date: July 13, 2022 (Wednesday)
Time: 5:00pm-7:00pm
Place: Tinto y Blanco
204 Avenida Luis Munoz Marin
San Juan
Across the street from Popular Center
Alpha Summit Global
We are excited to invite you to join Alpha Summit GLOBAL on 17-19 May 2022. The Alpha Summit Series continues the 75-year tradition of CFA Institute delivering the most compelling information and insights to our industry.
CFA Society Chicago Distinguished Speaker Series: Orlando Bravo
Due to the strong ties the speaker has to Puerto Rico, the CFA Society Chicago has graciously offered to provide member pricing to this event for members of the Puerto Rico Financial Analysts’ Society.
The private equity industry set records in 2021. On March 10th our Distinguished Speaker Series Advisory Group welcomes Orlando Bravo, Founder and Managing Partner of Thoma Bravo. One of the largest private equity firms in the world, Thoma Bravo closed six take private deals last year alone, including cybersecurity company Proofpoint for $12.3 billion dollars – the largest private equity deal in software history.
The company, also one of the largest and most active equity investors in crypto infrastructure and Web3 development, has made investments in FTX, Anchorage and most recently in Figment – one of the world’s largest blockchain infrastructure and services providers.
Join us by webcast to hear Bravo discuss the company’s recent announced transactions along with his insight into the industry. As a technology focused private equity firm, what are the themes they are seeing? What about Web3 and the future of cryptocurrency? What are the current challenges and risks? Bravo will share his observations on these topics and much more!
Distinguished Speaker Series: Orlando Bravo
Thursday, March 10, 2022
12:00 PM – 1:00 PM CST
2:00 PM - 3:00 PM AST
Full Event Information - https://members.cfachicago.org/CFAC/Event_Display.aspx?EventKey=031022
Webcast: Members - $20 / Nonmembers - $40
Dennis DeBusschere - Portfolio Management in the Face of Unrelenting Shocks
2022 presents a series of ongoing uncertainties for investors to navigate. Shocks include the rolling virus progression, related supply chain issues, sticky inflation, and a rapidly shifting Fed narrative. As the year progresses Washington along with the mid-term elections will become a focus as well. Flexibility and not remaining anchored to a rigid view will be as important as ever for investors in the year ahead. Cyclicals vs Defensives is our basic stance, but we will look to discuss the potential rising risks that could impact that view. Sector, industry, and factor considerations throughout a host of scenarios will be considered.
Dennis DeBusschere is President of 22V Research and chief market strategist. Prior to helping found 22V Research, he began his career in sales at Merrill Lynch. Dennis then went on to head Evercore ISI’s Portfolio Strategy Research and Quantitative Research teams and sit on the firm’s Investment Policy Committee. Dennis has consistently been one of the top-ranked portfolio strategists in the Institutional Investor’s annual poll. His daily market note covers major macro and micro events, analyzing their tactical/short term impact on markets as well as their implications for longer term market themes. Dennis graduated from University of Delaware in 1999 with a dual major in political science and economics.
Register to attend through Eventbrite at:
Harry Markopolos - Combining Ethics, Due Diligence & Security Selection for Profitable Investing
Mark your calendar for this event. Harry Markopolos is a Certified Fraud Examiner and Forensic Accounting & Financial Mathematics Consultant. He is best known for his work exposing the Bernie Madoff fraud and his book “No One Would Listen: A True Financial Thriller.” Mr. Markopolos will provide us with a talk covering a wide range of different financial frauds where the company’s financial statements were nothing but fiction. More importantly he will provide us with a checklist of due diligence procedures that can be used to screen out companies where there are red flags.
Event details and ticket sales for our upcoming event featuring Harry Markopolos are now available at:
What you should know about investment regulations in Puerto Rico.
The Financial Analysts’ Society of Puerto Rico invites you to join us for an in-person speaker event.
Speakers:
Omara Méndez Bernard – Corporate Counsel & Member - Pirillo Law
Natalia Zequeira - Commissioner of Financial Institutions
Topic:
What you should know about investment regulations in Puerto Rico.
Light snacks and beverages will be available
Date: September 15, 2021 (Wednesday)
Time: 5:00pm-7:00pm
Place: Spece Coworking Space
1225 Avenida Juan Ponce de Leon (VIG Tower Building)
Penthouse
San Juan
Parking is available in the building
Cost: Members - $10
Non-Members - $20
Students - Free
For tickets:
https://www.eventbrite.com/e/what-you-should-know-about-investment-regulations-in-puerto-rico-tickets-170307298715
FASPR Happy Hour
The Financial Analysts’ Society of Puerto Rico invites you to join us for our first in-person event. We are holding a Happy Hour on July 13th from 5:00pm to 7:00pm at Tinto y Blanco in Hato Rey. After 15 months of social distancing, this will be a great opportunity to meet fellow CFA charter holders and to help further our efforts to gain CFA Institute recognition of a local CFA Society in Puerto Rico.
Please spread the word to other CFA charter holders or anyone interested in the CFA program. Let us know if you plan to attend.
Date: July 13, 2021 (Tuesday)
Time: 5:00pm-7:00pm
Place: Tinto y Blanco
204 Avenida Luis Munoz Marin
San Juan
Across the street from Popular Center
Understanding the Building Blocks of Warren Buffett’s Money Mind
Join us for a talk with Robert Hagstrom. Fresh from the Berkshire Hathaway annual meeting, Mr. Hagstrom will discuss discuss his latest book:
Warren Buffett: Inside the Ultimate Money Mind
Registration for the event is available at:
CFA Ethics Challenge Puerto Rico Final Event
During the final event, participating teams will present their cases before a panel of judges, who will evaluate the merits of each presentation to decide who is the winner.
The winning team will be announced at the end of the session.
CFA Ethics Challenge Kick-Off Event
The CFA Ethics Challenge is an event during which teams of university students compete against peers while learning to apply an ethical decision-making framework to real-world scenarios. It’s a great opportunity for students, university faculty, and professionals to network, collaborate, and lay foundations that will help shape the future of the investment industry in your community.
The Challenges Facing Puerto Rico
The Challenges Facing Puerto Rico
With
JASON BRAM
Tuesday, January 12th, 4:00 - 5:00 PM
Please join us Tuesday, January 12th, 4 pm AT for a special virtual event with Jason Bram.
Mr. Bram is a Research Officer in the Federal Reserve Bank of New York's Regional Analysis Function. His research and analysis focuses on the U.S. economy, with a primary emphasis on the Federal Reserve's Second District, which includes New York State, northern New Jersey, and southwestern Connecticut, as well as Puerto Rico and the U.S. Virgin Islands. He produces the regional Beige Book reports, and uses monthly business surveys to monitor and analyze current and emerging economic trends and issues of concern.
Some of Mr. Bram’s recent articles in the New York Federal Reserve Bank’s publication “Liberty Street Economics” include studies of impacts of Hurricane Maria on the Puerto Rico and Virgin Island economies and the different paths these territories have taken since the hurricane.
Mr. Bram will share his thoughts on:
· The economic fallout from the COVID pandemic on Puerto Rico—not only in magnitude but in certain key sectors and geographically within Puerto Rico. Also, a comparison (contrast) between how PR and the US Virgin Islands have fared.
· A summary of the challenges PR faces: high poverty & income inequality, unequal Medicaid funding, poorly performing public schools, poor electric & water infrastructure, poor public transit, lack of representation in US government, large informal economy, fiscal and pension problems, high shipping costs (Jones Act), …
· A more qualitative view on what are Puerto Rico’s key industries and what could be … natural strengths and weaknesses and comparative advantages.
This is an event you do not want to miss!
Webinar
Join us for our inaugural event, a discussion about the Puerto Rico economy with José Villamil, Chairman and CEO of Estudios Tecnicos Inc.
About this Event
We are pleased to invite you to attend the inaugural event for the Financial Analysts' Society of Puerto Rico. This event will be the kick-off for the process of gaining formal recognition as a local chapter of the CFA Institute.
We are pleased to have Jose Villamil, Chairman & CEO of Estudios Tecnicos Inc. join us to discuss the current state of the Puerto Rico economy and the impact of the COVID-19 pandemic. We hope you can join us for a Zoom meeting on Thursday, June 25th at 4:00pm.