Passport Program

    The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate.  Welcome to Atlanta!

    CFA Society New York

    Past Events - Video Archives

    Industry Partner

    Local Society Events 

    Amid, the COVID-19 crisis, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us.  With a state of emergency being declared state and nationwide, we have postponed all live events until further notice.  Take good care, stay safe and be well.   

    Future of Finance: Putting Investors First Series | A Force for Good: How Enlightened Finance Can Restore Faith in Capitalism | A Fireside Chat

    May 13, 2015
    11:00 AM - 1:00 PM
     Add to Calendar

    The Buckhead Club 3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326  Directions

    Tickets

    $35.00 Guest Fee

    $0.00 Member Fee


    First 50 registrants will receive a copy of John's book, compliments of ASFIP.  

    “Global financial reform is one of the most important stewardship undertakings going on in the world today. This reform is needed and, if successful, can be a model for stewardship undertakings in other areas of society as well.” - John G. Taft

    After the crisis of 2008, the social contract between the financial industry and everyone else was badly broken — perhaps, it seemed, irrevocably. Since then, banks have paid out billion-dollar settlements and Congress has passed some new laws, but a deeper rapprochement is still missing. In A Force for Good, John Taft has gathered some of the greatest financial minds of our time to explore how Wall Street can harness the same creative energy that invented credit default swaps and channel it towards the public good — in the form of a stable retirement system, investment strategies that protect the environment and reward responsible corporate behavior, and a financial industry with a culture of ethics, integrity and client focus. These perspectives, from a who’s who of leaders in the field, offer a blueprint for a new kind of responsible finance that secures the future for everyone. Contributors to the book include Robert Shiller, Charles Ellis, Sheila Bair, John Bogle, Mary Schapiro, Judd Gregg, Barbara Novick and David Blood.

    John G. Taft is CEO of RBC Wealth Management-U.S., one of the largest full-service investment, advisory, and wealth management firms in the United States. John is a former chairman of the Securities Industry and Financial Markets Association (SIFMA), a current member of the CFA Institute’s Future of Finance Advisory Council, and has served a wide range of not-for-profit and public service organizations. Prior to his finance career, John was assistant to the mayor of the city of St. Paul, Minnesota, and a journalist. He is a direct descendant of U.S. President William Howard Taft and Senator Robert A. Taft.  More info available at www.forceforgoodbook.com.


    Dr. Ashvin P. Vibhakar, CFA, has been Senior Advisor of the Future of Finance initiative since September 2012. The Future of Finance initiative is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. The initiative aims to provide the tools to motivate and empower the world of finance to commit to fairness, improved understanding, and personal integrity. 

    Dr. Vibhakar joined CFA Institute in 2007 as managing director, Asia-Pacific Operations. He was based in Hong Kong and was responsible for developing and implementing various operating strategies in the Asia Pacific region, including society relations, employer and university outreach, candidate recruitment and support, and member services.

    Previously, Dr. Vibhakar was director of the Institute for Economic Advancement in the College of Business Administration at the University of Arkansas at Little Rock (UALR). His distinguished career included numerous academic roles, including dean of the College of Business Administration at UALR. He has held several board positions.

    To assume his position working with CFA Institute, Dr. Vibhakar resigned from his role as an elected member of the Board of Governors of CFA Institute, a role in which he also served on committees for Audit and Risk and External Relations and Volunteer Involvement. He also served in a number of other volunteer capacities for CFA Institute, including as a grader of CFA examinations for 11 years. 

    Dr. Vibhakar received his PhD in finance from the University of Arkansas at Fayetteville, his MBA from Central Missouri State University, and his Bachelor of Electrical Engineering from M.S. University of Baroda, India.

    Future Events

    Online Soft Skills Series: Six Keys to Developing Career Security in an Insecure Time

    December 03, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Personal Effectiveness + Career Management

    Read More

    Online Networking: Team Trivia & Holiday Sweater Contest

    December 10, 2020
    5:00 PM - 6:30 PM

    Webinar

    Join us for round two of team trivia!

    Read More

    Online Series: Current Views On The Credit Markets

    January 13, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modelling + Investment Strategy & Process

    Read More

    Online Series: The Future of Responsible Investing

    January 21, 2021
    11:00 AM - 12:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Risk Management + ESG Integration

    Read More

    Online Series: 17th Annual Forecast Event

    February 11, 2021
    3:00 PM - 5:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = The World Economy + Financial Analysis + Investment Strategy & Process

    Read More

    Online Series: 2021 Southern Classic Research Challenge

    February 20, 2021
    9:00 AM - 3:00 PM

    Webinar

    Join us for our 13th Annual Competition

    Read More