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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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    Tickets

    $20.00 CFA Atlanta Namebadge

    $0.00 Guest Ticket | Advanced Registration Required

    $0.00 Member Ticket | Advanced Registration Required

    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 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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    ESG & Diversity Insights from Cathrine de Coninck-Lopez

    November 12, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = ESG Integration

    Read More

    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

    Online Soft Skills Series: Six Keys to Developing Career Security in an Insecure Time

    December 03, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Personal Effectiveness + Career Management

    Read More

    Online Series: Current Views On The Credit Markets

    January 13, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to Follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modelling + Investment Strategy & Process

    Read More