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 ongoing COVID-19 pandemic, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us.  We have postponed all in-person events until further notice.  Take good care, stay safe, and be well.   

    An Evening with Dennis Lockhart and Rick Rieder

    November 08, 2017
    5:30 PM - 8:00 PM
     Add to Calendar

    103 West - Downstairs Ballroom 103 West Paces Ferry Rd
    Atlanta, GA 30305  Directions

     View Photos

    Tickets

    $35.00 Member Fee

    $65.00 Guest Fee

    Dennis Lockhart’s career includes time in the private sector, academia, and government. He recently stepped down from the position of president and CEO of the Federal Reserve Bank of Atlanta. In this role, Lockhart was responsible for all the Bank’s activities including monetary policy, bank supervision and regulation, and payment services. In addition, he served on the Federal Reserve’s chief monetary policy body, the Federal Open Market Committee (FOMC). Within the Federal Reserve System, he chaired the Conference of Presidents for his final two years and earlier chaired the Information Technology Oversight Committee.

    Before becoming a central banker, Lockhart was a member of the faculty of Georgetown University’s Walsh School of Foreign Service where he chaired the Master's program’s concentrations in global commerce and finance and international business–government relations. He taught courses focused on global business strategy, international finance and investment, project finance, and business-government relations. He also was an adjunct professor at Johns Hopkins University’s School of Advanced International Studies. Simultaneously, he was chairman of the Small Enterprise Assistance Funds, a sponsor of emerging markets venture capital/private equity funds.

    Prior to that, he was a managing partner of a boutique private investment firm with activity in Africa and Latin America and president of Heller International Group, a financial firm with activities in commercial finance and merchant banking in Europe, Asia, and Latin America. In 2000, he chaired the Advisory Committee of the U.S. Export-Import Bank.

    At the start of his career, Lockhart held various positions, both international and domestic, with Citicorp/Citibank (now Citigroup). He worked in Lebanon, Saudi Arabia, Greece, Iran, Latin America and the southeast United States. He was Citicorp’s senior corporate officer and head of corporate banking for the southeast domiciled in Atlanta.

    Lockhart was born and grew up in California. He was educated at Stanford University and the Johns Hopkins University School of Advanced International Studies. He also attended the Senior Executive Program at the Sloan School of Management, Massachusetts Institute of Technology, and served as an officer in the U.S. Marine Corps Reserve.


     

    Rick Rieder, Managing Director, is BlackRock's Chief Investment Officer of Global Fixed Income, and Co-head of BlackRock’s Global Fixed Income platform, a member of BlackRock's Global Operating Committee and Chairman of the firm-wide BlackRock Investment Council.

    Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury and is currently a member of the Federal Reserve Bank of New York's Investment Advisory Committee on Financial Markets.

    Mr. Rieder currently serves on Alphabet’s Investment Advisory Committee and the UBS Research Advisory Board. He was awarded the Global Unconstrained Fixed Income Manager of the Year for 2015 by Institutional Investor, was nominated for Fixed Income Manager of the Year by Institutional Investor for 2014 and was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013.

    From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee, and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta.

    Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Business School, and the University's Investment Committee and is the Vice Chairman of the Finance Committee. Mr. Rieder is founder and chairman of the business school's BBA investment fund and community financial literacy program.

    Mr. Rieder serves as Chairman of the Board of North Star Academy's eleven Charter Schools in Newark, New Jersey and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is a Trustee for the US Olympic Committee, and is on the International Advisory Council and Board of Advisors for the Hospital for Special Surgery. He serves on the National Leadership Council of the Communities in Schools Educational Foundation and on the board of Big Brothers/Big Sisters of Newark and Essex County   Mr. Rieder was honored at the Choose Success Awards ceremony in Atlanta in 2015 for his dedication to public education in Atlanta through CIS and Graduation Generation.

    Future Events

    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
    10:00 AM - 1:00 PM

    Webinar
    Details to follow

    Join us for our 13th Annual Competition

    Read More

    Online Series: Black History Month Highlight | African American Investment Panel

    February 25, 2021
    3:00 PM - 5:00 PM

    Webinar
    Details to follow

    Qualifications: 2hr Professional Learning | CFA Institute Competency Framework Skill = Leadership + Personal Effectiveness + Business Development +

    Read More

    Online Series: SEC Update

    March 03, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Regulatory Compliance

    Read More

    Online Series: Dynamic and Disciplined Investing | Can We Do Both?

    March 11, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Performance Measurement, Evaluation & Reporting + Portfolio Construction

    Read More

    Online Series: Financial Modeling Best Practices | 10 Tips To Build A World-Class Model

    March 23, 2021
    12:00 PM - 1:30 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 Sustainability in Investment Management: Research and Tools

    April 14, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = ESG Integration + Industry & Company Analysis + The World Economy

    Read More

    Online Soft Skills Series: Hack Your Brain | Unlocking your Potential in the Digital Age

    April 28, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

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

    Read More

    Online Series: A Professional Investor's Guide To Cryptoassets | Everything You Need To Know About A Rapidly-Emerging Asset Class

    May 12, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Instruments & Products + Portfolio Construction

    Read More