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    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.   

    Online Series: After The Virus: An Acceleration of Trends

    May 27, 2020
    11:00 AM - 12:00 PM
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    Tickets

    $20.00 CFA Atlanta Namebadge

    $0.00 Member Ticket | Advanced Registration Required

    $0.00 Guest Ticket | Advanced Registration Required

    Special Thanks to our Sponsor 


    REGISTER HERE

    Have we learned anything from the COVID-19 crisis?  Not really, but…

      • Growth vs value perhaps never made sense. It really doesn’t now
      • Gearing up a balance sheet isn’t investing. Investing is deploying capital into real projects
      • There are new and better ways of doing things, and they’re arriving fast

     

    People change behavior when the pain of adoption is lower than the pain of change

      • When necessary evils become unnecessary

     

    Returns over the long term are massively skewed to a tiny number of companies. CAPM is totally wrong. How does it survive as a basis for investing?

    Some of the new breed of companies are infrastructure. That means governance matters more than competition.

    You’re not going to find asymmetric growth by looking at annual reports.


    Stuart Dunbar, Client Service Director, Baillie Gifford

    Stuart joined Baillie Gifford in 2003 and is a Director in the Clients Department. He became a Partner in the firm in 2014 and is responsible for overseeing relationships with financial institutions, as well as contributing to consultant relationships, marketing and client servicing activities in Europe and Asia. Prior to joining Baillie Gifford, Stuart worked with Dresdner RCM in Hong Kong and Aberdeen Asset Management in the UK. He graduated BA in Finance and Business Law from the University of Strathclyde in 1993.

    Kristen Ross, Relationship Manager, Baillie Gifford

    Kristen is a Relationship Manager for intermediary clients in the United States. In this role, she is responsible for driving the relationship between Baillie Gifford and private banks, registered investment advisors (RIA’s), trust banks & family offices across the country. Before joining the firm, Kristen was responsible for similar client partnerships at OppenheimerFunds. She began her career working as an advisor for a Boston based RIA. Kristen graduated BS in Finance from The University of Rhode Island and holds her CAIA and QPFC designations.

    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

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    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

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    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 +

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    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

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    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

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    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

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    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