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 upmost importance to us.  With a state of emergency being declared state and nationwide, we are cancelling all live events through May 31, 2020.  We will attempt to convert these events to a virtual experience, where feasible or look to reschedule. 

    Take good care, stay safe and be well.   

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

    February 05, 2020
    5:30 PM - 8:30 PM
     Add to Calendar

    Georgia Aquarium | Oceans Ballroom 246 Ivan Allen Jr Blvd NW
    Atlanta, GA 30313  Directions

     View Photos


    $75.00 Member Ticket | Advanced Registration Required

    $175.00 Guest Ticket | Advanced Registration Required

    $20.00 CFA Atlanta Namebadge


    We are pleased to announce Dr. Janet L. Yellen as this year’s Keynote speaker for the 2020 Forecast Event. This year’s moderator for the event is Margaret Franklin, CFA, CEO and President of the CFA Institute.

    President Barack Obama nominated Dr. Janet L. Yellen on October 9, 2013 to become the chair of the Board of Governors of the Federal Reserve System.  She was the first woman to hold that position.  She is recognized for initiating the reversal of monetary policies initiated in response to the financial crisis of 2008.  Highlights of her esteemed career include, overseeing a program to shrink the Fed’s balance sheet through gradual redemptions of principal on treasury and mortgage bonds that the Fed had purchased to stimulate the economy, and strong job and wage growth, both of which occurred while she maintained low interest rates.  

    Dr. Yellen graduated summa cum laude with an economics degree from Brown University in 1967 and went on to receive her Ph.D. from Yale University in 1971. She then worked as a professor at several prestigious universities, including Harvard, The London School of Economics and the University of California at Berkeley. In 2004 she became president and CEO of the Federal Reserve Bank of San Francisco.

    Margaret Franklin, CFA was appointed CEO and President of the CFA Institute on September 2, 2019. She is the first woman to hold this position in the Institutes 73-year history. Marg Franklin has been a leader in the investment management industry for 28 years, most recently as President of BNY Mellon Wealth Management in Canada and head of International Wealth Management in North America. Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start ups, including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors. Her work has included advising individuals, families, pension plans, endowments, foundations and government agencies.

    5:00 – 6:30 | Registration | Main Entrance

    5:00 – 6:30 | Networking Cocktail Reception | Antarctic Room & Pre-function Area

    6:30 – 7:00 | Ballroom Seating | Salad Served | Oceans Ballroom

    7:00 – 7:10 | Society Opening Remarks | Dinner Entrée Served

    7:10 – 7:20 | ASFIP Foundation Remarks & Grant Presentation

    7:20 – 7:30 | The Kathy Chrisman Volunteer of the Year Award Presentation 

    7:30 – 8:30 | Fireside Chat with Dr. Janet L. Yellen and Marg Franklin, CFA








    Member Pricing for CAIA Members 

    Future Events

    Online Series: Cyber Security Forum 2020

    April 02, 2020
    2:00 PM - 3:15 PM


    Co-promoted in partnership with CFA Society NY, a virtual event

    Read More

    Online Series: The SECURE Act and Why It Matters

    April 15, 2020
    12:00 PM - 12:45 PM

    Via Webex - Please contact Cathy Ford ([email protected]) for details

    1hr Pd Credit

    Read More

    Online Series: Introduction to Python for Business and Finance | A Cognitir Workshop

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


    Join us for this unique learning opportunity

    Read More

    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

    Read More