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 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: Navigating Portfolios in a Global Pandemic

    July 15, 2020
    12:00 AM - 1:00 PM
     Add to Calendar

    Webinar Details to follow
     Directions

    Tickets

    $20.00 CFA Atlanta Namebadge

    $0.00 Member Ticket | Advanced Registration Required

    $0.00 Guest Ticket | Advanced Registration Required

    Register Now

    Documents


    Meeting Details

    The Invesco Solutions team has gleaned insights from portfolios over the last year to lead timely conversations around portfolio construction and asset allocation. Our investment professionals have a 45-minute program dedicated to diagnosing how markets have performed, prescribing how to position moving forward, and shock scenario analyses for specific market environments.

    Todd Page, Regional Director, Institutions and RIA Channel | View Bio

    Neil Patel, CFA, CAIA, Portfolio Advisory Specialist | View Bio

    Christopher Hamilton, CFA®, CAIA Head of Client Solutions, APAC ex-Japan | View Bio

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


    Future Events

    Online Series: Navigating Portfolios in a Global Pandemic

    July 15, 2020
    12:00 AM - 1:00 PM

    Webinar
    Details to follow

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

    Read More

    Online Series: Soft Skills | Personal Productivity

    August 11, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Business Development + Personal Effectiveness

    Read More

    Online Series: Mid-year Economic & Market Outlook | Looking Ahead for Alternative Investments

    August 19, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Risk Management + World Economy + Data Analysis & Visualization (Inc. AI/ML)

    Read More

    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

    Webinar
    Details to follow

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

    Read More