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    Past Events - Video Archives

    Industry Partner

    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

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    Future Events

    2020 Southern Classic | CFA Institute Research Challenge

    February 29, 2020
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    Women Networking in Finance

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

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    1hr PD Credit

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

    March 25, 2020
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    1hr PD Credit

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    April 15, 2020
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    The Buckhead Club
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    1hr Pd Credit

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    Introduction to Python for Business and Finance | A Cognitir Workshop

    April 17, 2020
    9:00 AM - 5:00 PM

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    Tower Place 200, Suite 400 3348 Peachtree Road NE - 6th Floor - Room 627
    Atlanta, GA 30326

    Join us for this unique learning opportunity

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    Spring Networking Social

    April 23, 2020
    5:30 PM - 7:30 PM

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    Join us for Happy Hour!

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    Real Assets Panel, A Deeper Look into Alternative Investing

    May 06, 2020
    5:30 PM - 8:00 PM

    103 West
    103 West Paces Ferry Rd
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    1hr PD Credit

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    Annual Meeting, A Fireside Chat with Rupal J. Bhansali

    June 10, 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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