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
- Co-working hot desk — Fort Lauderdale
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
JOIN THE ROOM.
12-month minimum commitment. Vetted membership.
FIFO Basic
- Conference ticket discounts
- Dynamic profile
- Network building
- Directory listing
FIFO +
- Everything in Basic
- Meeting coordination
- 2 introductions / month
- VIP event invites
- Event management & planning
FIFO Elite
- Everything in +
- Up to 6 members
- Brand profiling (firm + individual)
- Social media support
- Elite sponsorship program
- Co-working hot desk · Fort Lauderdale
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
Be the next spotlightCAN YOU AFFORD
NOT TO BE
PART OF THIS?
The most prestigious group in Wall Street South is taking applications now.