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

    August 19, 2020
    12:00 PM - 1:00 PM
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    $20.00 CFA Atlanta Namebadge

    $0.00 Guest Ticket | Advanced Registration Required

    $0.00 Member Ticket | Advanced Registration Required

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    An informative outlook discussion with Michael Gregory, Head of U.S. Economics, BMO Capital Markets and Yung-Yu Ma, Ph.D., Chief Investment Strategist, BMO Wealth Management - U.S. where they’ll discuss recent market events, economic updates, future expectations, and the impact to your business during these challenging times. You will have the opportunity to submit questions in advance or ask during the event.


    Michael Gregory, CFA | Deputy Chief Economist & Head of U.S. Economics | Managing Director
    Michael Gregory is Deputy Chief Economist and Head of U.S. Economics for BMO Capital Markets. He manages the team responsible for forecasting and analyzing the North American economy and financial markets. Michael began his career in economics with Royal Bank of Canada in Montreal in the mid-1980s, before moving to Toronto to work in RBC’s foreign exchange and money market research group. He eventually moved further along the yield curve and across the border, joining the fixed income strategy group at Lehman Brothers in New York City in the mid-1990s. Returning to Canada at the end of 2001, Michael headed up the Financial Services Analysis team at Bank of Montreal, focusing on regulatory and industry restructuring issues, before shifting to BMO Capital Markets Economics in 2004. He moved to Chicago in late 2013, providing research support for the U.S. and Canadian fixed income business and working with the Global Fixed Income Strategy team, before returning to Toronto in 2016.


    Yung-Yu Ma, Ph.D. | Chief Investment Strategist - BMO Wealth Management - U.S.
    Yung is responsible for analyzing macroeconomic and market trends, and also performing valuation modeling across asset classes to guide strategic and tactical asset allocations for client portfolios. He joined the organization in 2016 and brings a dynamic combination of academic achievements and industry experience to the Investment Strategy team.
    Prior to joining BMO, Yung was a finance professor at Lehigh University, where he taught courses in fixed income, equities and derivatives. His academic studies have been cited in the Wall Street Journal, in leading finance journals, top law journals, the Handbook of High Frequency Trading, and in the Oxford Handbook of Corporate Governance. During his tenure at Lehigh, he was awarded the Staub Outstanding Teacher Award, awarded to one faculty member by a vote of faculty and students. Prior to his academic career, Yung worked for a global consulting firm performing financial and market analysis for global companies with operations in Hong Kong, Taiwan and China. Later, he oversaw the operations at a Fortune 500 subsidiary in Taipei and Mainland China.

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

    Future Events

    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

    Onlnie Series: How Fiduciary Advisors Can Optimize After-Tax Outcomes with PPLI / PPVA

    September 16, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Regulatory compliance + Structuring & Due Diligence | 1hr CFP Credit Approved

    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

    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