Florida Finance Membership Benefits
Curated introductions, exclusive events, member visibility and a trusted Florida finance community.
MEMBERSHIP, TAILORED.
FIFO is the hub where Florida's asset-management leaders unite to innovate, collaborate and elevate industry standards through shared knowledge. Every membership unlocks the six pillars below.
Membership Profile
A detailed profile that showcases your expertise in asset management — visibility across the FIFO directory and to the wider community.
Educational Resources
Curated industry news, market notes and educational content built to keep you ahead of the trends shaping Wall Street South.
Networking Events
Members-only access to FIFO's signature conferences, dinners and roundtables with peers and leaders across the industry.
Consulting Services
Tailored guidance from the FIFO network — operators and specialists who help you navigate complex asset-management challenges.
Market Insights
In-depth insights and proprietary data so your investment strategy is built on what's actually happening on the ground in Florida.
Community Support
A trusted, supportive community where members exchange ideas, share experience and grow alongside one another.
For the operator
- Member-only invites to all tier-one events
- Personal brand profile in the FIFO directory
- Curated 1:1 introductions, monthly
- CIO & founder roundtables (Chatham House)
- Discount codes for partner conferences
For the firm
- Up to 6 named seats on one membership
- Headline sponsorship rights at signature events
- Logo placement & content distribution
- Dedicated event management for private dinners
- Social and PR amplification across FIFO channels
- Co-branded research, hosted on the FIFO platform
DISCRETION
Member discussions at FIFO roundtables are held under the Chatham House Rule. Member details are never sold or shared with third parties.
JOIN THE ROOM.
Membership is by application and reviewed by the FIFO committee. 12-month commitment.
Associate
- Conference ticket discounts
- Dynamic profile
- Network building
- Directory listing
Member
- Everything in Associate
- Meeting coordination
- 2 introductions / month
- VIP event invites
- Event management & planning
Corporate Partner
- Everything in Member
- Up to 6 members
- Brand profiling (firm + individual)
- Social media support
- Elite sponsorship program
- Co-working hot desk · Fort Lauderdale
Chairman's Circle
For allocators, family office principals and CIOs. Complimentary, by nomination only.
Request an InvitationMembers vouch for members.
Nominate a Peer →ONE MEMBER
EVERY MONTH
Each month we put one member firm centre stage. Read the latest dispatch, then browse the archive.
FIFO welcomes Joshua Kurzban, Managing Director at Paulson Investment Company.
MEET PAULSON INVESTMENT COMPANY
Expanding access to private-market opportunities
Paulson is a boutique investment bank focused on small- to mid-cap markets, with expertise across private placements, IPOs, secondary offerings, debt financing, institutional sales and M&A advisory. The firm connects Florida wealth leaders with carefully vetted private growth-company opportunities across life sciences, technology and media.
"Connecting Florida wealth leaders with growth companies."
Joshua Kurzban — Managing Director
Request an InvitationTHE ROOM IS
BY INVITATION.
Membership is reviewed by committee. Applications for the 2027 season are open.