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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: Recent Market Tumult & the Prognosis for Value Investing

    June 25, 2020
    12:00 PM - 1:00 PM
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    $20.00 CFA Atlanta Namebadge

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    Rob Arnott, the founder and chairman of Research Affiliates, will offer his perspective on the impact of the COVID-based economic shutdown and market tumult, and will explore implications for the value investor and for asset allocation. He will also provide high-level takeaways from Research Affiliates' recent research on the future of value investing as well as the behavior of value over the last six recessions and recoveries. He will conclude with Q&A. 


    Rob Arnott, Partner, Chairman of the Board, Research Affiliates, LLC

    Rob plays an active role in Research Affiliates' research, portfolio management, product innovation, business strategy, and client-facing activities. With Chris Brightman, he is a co-portfolio manager of the PIMCO All Asset suite of funds and the PIMCO RAE™️ funds. Rob has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™️ approach to investing. He has published more than 100 articles in financial journals, several of which have received the Graham and Dodd Award and the Bernstein Fabozzi/Jacobs Levy Award. In 2013, Rob received the William F. Sharpe Indexing Lifetime Achievement Award.

    John West, CFA, Partner, Executive Office, Research Affiliates, LLC

    John focuses on long-horizon strategic initiatives, assisting the CEO in various special projects, and representing the firm's insights and strategies with global investors. Since joining the firm in 2006, he has led Distribution, Marketing, and Product Management. He regularly contributes publications with an emphasis on making the firm's research more actionable and relevant for clients. John is also a member of the Board of Directors. John holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and CFA Society Orange County. He is also a co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008).

    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

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

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

    Webinar
    Details to follow

    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

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    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

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    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