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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: 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: Candidate Connections

    June 09, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Join us for this open forum

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

    June 10, 2020
    12:00 PM - 1:30 PM

    Webinar
    Details to follow

    1hr Professional Learning Credit

    Read More

    Online Course: Introduction To Data Science & Python for Finance | A Cognitir Workshop

    June 16, 2020 1:00 PM to June 18, 2020 4:30 PM

    Webinar
    Details to follow

    Our training partner, Cognitir is instructing this online course

    Read More

    Online Series: Recent Market Tumult & the Prognosis for Value Investing

    June 25, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    1hr Professional Learning

    Read More

    Online Series: Women Leadership Series - Cultivating Your Online Brand

    July 09, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Members Only Exclusive

    Read More