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

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    Past Events - Video Archives

    Future of Finance | Private Wealth Series

    April 18, 2019
    12:00 PM - 5:30 PM
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    Grand Hyatt Atlanta in Buckhead 3300 Peachtree Road NE
    Atlanta, GA 30305  Directions

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    Tickets

    $0.00 Member Fee | Advanced Registration Required

    $50.00 Guest Fee | Advanced Registration Required


    AGENDA

    11:30 AM:  Registration & Lunch Buffet - Pre-function Area

    PLENARY ONE - GRAND BALLROOM II

    12:10 PM – 12:15 PM:  Welcome from ASFIP Leadership 

    12:15 PM – 12:30 PM: Future of Finance, Bob Dannhauser, Head, Private Wealth Management at CFA Institute 

    12:30 PM – 12:40 PM: VOYA Sponsor Showcase, Brett Cornwell, CFA, Client Portfolio Manager, Fixed Income, Voya

    12:40 PM – 1:40 PM: The Business of Investing – A Conversation with Balentine, Robert Balentine, Chairman, Balentine & Brittain Prigge, President, Balentine 

    1:40 PM – 1:55 PM:  Afternoon Stretch & Mingle              

    BREAKOUT SESSIONS - SELECT ONE

    1:55 PM – 2:45 PM:

    Option 1 - Divorce Economics, Alex Cutler, Partner, Gray Eittreim Martin - Grand Ballroom  III

    or

    Option 2 - Developments in Wealth Transfer and Estate Planning, Blake Melton, Vice President, Financial Strategies at Synovus - Grand Ballroom II

    or 

    Option 3 - ASFIP Foundation Update, Steve Davenport, President, ASFIP Foundation - Cascade Room

    2:45 PM – 3:00 PM: Networking Stretch

    PLENARY TWO - GRAND BALLROOM II

    3:00 PM – 4:00 PM:  Robo Advisor Panel, featuring Jennifer Capouya, Head of Digital Investment Solutions, SunTrust Private Wealth Management, Craig Cintron, CFP, Senior Manager, Institutional Consulting, TD Ameritrade Institutional, Vinod Raman, VP Digital Advice Solutions, Fidelity Investments, Paul Giannini, Director of Solution Engineering at Jemstep, Invesco.  Moderated by Bill Winterberg, Founder and President, FPPad.com.

    4:00 – 5:00 PM: Priceless: The Meaning of Value, Lisa KuengDirector of Creative Campaigns, Invesco Consulting

    5:00 – 6:30 PM: Networking Cocktail Reception - Pre-function Area

    SPECIAL THANKS TO OUR SPONSORS

    DIAMOND

    PLATINUM 

    GOLD

     

    SILVER

    BRONZE

    Future Events

    Annual Holiday Party | Mix & Mingle

    December 05, 2019
    5:30 PM - 8:00 PM

    Fado Irish Pub
    273 Buckhead Avenue
    Atlanta, GA 30305

    Bring a colleague, friend or significant other

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    Soft Skills Series: Speed Reading for Financial & Investment Professionals

    January 08, 2020
    11:00 AM - 1:00 PM

    Maggiano's | Cumberland
    1601 Cumberland Mall SE
    Atlanta, GA 30339

    Join us for this 90-minute workshop!

    Read More

    Are Alternatives Truly Non-Correlated? A Panel Discussion

    January 22, 2020
    5:30 PM - 8:00 PM

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

    1hr PD Credit

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    16th Annual Forecast Event | Featuring Special Guest Speaker Dr. Janet L. Yellen

    February 05, 2020
    5:30 PM - 8:30 PM

    Georgia Aquarium | Oceans Ballroom
    225 Baker Street
    Atlanta, GA
    http://www.georgiaaquarium.org/

    Join us for this monumental event!

    Read More

    Entering The Middle Kingdom | Technology Enabled Investing in China-A Shares

    March 11, 2020
    11:30 AM - 1:00 PM

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

    1hr PD Credit

    Read More

    Globalization and Its Influence on Inflation in the U.S.

    March 25, 2020
    11:30 AM - 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr PD Credit

    Read More