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    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.   

    Online Series: Annual Meeting | A Fireside Chat with Rupal J. Bhansali & Stephanie Lang, CFA

    June 10, 2020
    12:00 PM - 1:30 PM
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    Webinar Details to follow
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    Tickets

    $20.00 CFA Atlanta Namebadge

    $0.00 Member Ticket | Advanced Registration Required

    $0.00 Guest Ticket | Advanced Registration Required

    Documents


    A Born Investor

    Rupal is chief investment officer and portfolio manager of Ariel’s international and global equity strategies. In this capacity, she manages over $7 billion in portfolios for both institutional and retail clients.

    Her career and investment approach can be described in one word - “Unconventional.” Unlike most long-only managers, Rupal's buyside career began over 20 years ago on the long-short side, at Soros Fund Management. This formative experience, taught Rupal how to think about both the long and short side of the trade. She is among the rare breed of value managers who has outperformed her benchmarks during the last two decades. Rupal credits her uncommon investment success to her uncommon investment process - one where non-consensus thinking and the courage to go against the grain play a pivotal role. It is not surprising that Barron's christened her a "Global Contrarian," Forbes called her a "Global Guru," and PBS’s Consuelo Mack referred to her as an “unconventional thinker.” In January, 2019, Rupal became the newest member of the prestigious Barron’s Investment Roundtable, which showcases “10 of Wall Street’s smartest investors.” Rupal was named the 2019 North America Industry Leadership Honoree by 100 Women in Finance, a global network of professional women and men in the finance and alternative investment industries. She is also the author of the book, Non-Consensus Investing: Being Right When Everyone Else Is Wrong, published by Columbia Business School Publishing. Rupal earned a Bachelor as well as a Master of Commerce in finance from the University of Mumbai. She later earned an MBA in finance from the University of Rochester, where she was a Rotary Foundation Scholar.

    About Ariel Investments, LLC  Ariel Investments is headquartered in Chicago, Illinois, with offices in New York and Sydney. We serve individual and institutional investors through our no-load mutual funds and separate accounts. As of December 31, 2019, firm-wide assets under management are $13.2 billion. Since our founding in 1983, we have been disciplined, long-term investors. This defining characteristic is the cornerstone of our investment philosophy, and symbolized by our turtle logo and the firm’s motto, “Slow and steady wins the race.” For more information, visit www.arielinvestments.com.


    Stephanie Lang, CFA, Principal & Chief Investment Officer, Homrich Berg

    Stephanie joined Homrich Berg in 2005 and was named Chief Investment Officer in 2014. Stephanie oversees a team of professionals within the Investment Department of HB and is responsible for all investment matters including asset allocation, the selection and monitoring of traditional and alternative investments, as well as the research efforts for HB’s internal private fund-of funds. She also chairs the firm’s Investment Committee.

    Stephanie has more than 22 years’ experience in the investment industry. Prior to Homrich Berg, Stephanie was a portfolio manager for Bank of America’s private bank. While at Bank of America, she managed assets for individual and family trusts, charitable trusts, and foundation and retirement accounts. Prior to Bank of America, Stephanie was in equity research with Robinson Humphrey, where she covered technology and media companies.

    During her career Stephanie has often been a resource for the media covering the world of finance and investments, including being quoted in publications such as Financial Advisor, Citywire, and The Wall Street Journal. Stephanie has also served on numerous panels at industry conferences and has been a repeat guest on CNBC.

    Stephanie earned a master’s in business administration from Georgia State University and a bachelor’s degree in finance from the University of Georgia. Stephanie is a member of the CFA Institute, CFA Society Atlanta , and the Southern Capital Forum. Stephanie is also a member of the RIA Advisory Board for Pimco and the RIA Council for Vanguard. Stephanie is also active in the community serving on the on the Investment Committee for two local non-profit organizations, Mercy Care and Community Foundation for Greater Atlanta.

    Stephanie lives in Dunwoody with her husband Chris and two daughters.

    Future Events

    Online Series: The Popularity Asset Pricing Model

    September 24, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modeling + Risk Management

    Read More

    Online Series: U.S. 2020 Elections: A Lot Is At Stake For Markets

    October 07, 2020
    12:00 PM - 1:00 PM

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    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Industry Awareness + Financial Modeling + Financial Planning

    Read More

    Online Series: Ethical Decision Making | In Partnership with CFA Institute

    October 14, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning including 1hr in Standards, Ethics, and Regulations (SER) | CFA Institute Competency Framework Skill = Ethical Behavior

    Read More

    Online Series: Modeling Securitized Credit

    October 22, 2020
    12:00 PM - 1:00 PM

    Webinar

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modeling + Investment Idea Generation + Portfolio Construction

    Read More

    Online Networking: Team Trivia Happy Hour

    November 05, 2020
    5:00 PM - 6:00 PM

    Webinar
    Details to follow

    Join us for this fun & interactive session

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    Online Series: Protection Through Standards and Competency | GIPS and the CIPM Program

    November 18, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

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

    Read More