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    Amid, the ongoing COVID-19 pandemic, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us.  We have postponed all in-person events until further notice.  Take good care, stay safe, and be well.   

    Online Series: 17th Annual Forecast Event

    February 11, 2021
    3:00 PM - 5:00 PM
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    Tickets

    $0.00 Member Ticket | Advanced Registration Required

    $25.00 Guest Ticket | Advanced Registration Required

    $20.00 CFA Atlanta Namebadge

    Our 17th Annual Forecast Event will be a webinar of investment professionals sharing their views on markets and opportunities in 2021. 

    Our panel features four distinguished panelists from top investment management firms and moderated by a senior wealth management executive from a top RIA firm. 

    Please join us for this thought-provoking conversation. 

    Matt Toms, CFA - Chief Investment Officer, Fixed Income, Voya Investment Management
    Matt Toms is the chief investment officer of fixed income at Voya Investment Management. In this role, he leads a team of more than 100 investment professionals, with broad oversight of Voya’s fixed income platform as well as business management responsibilities. As CIO, Matt serves as the chair of the Fixed Income Asset Allocation Committee, a group that formulates the fixed income platform’s strategic investment themes that, in turn, informs strategy and risk budgeting across public fixed income portfolios. Matt is also a member of the Investment Committee that is represented by the CIOs from across Voya Investment Management. Before becoming CIO, Matt was head of public fixed income at Voya Investment Management, overseeing the investment teams responsible for investment-grade corporate, high yield corporate, structured products, mortgage-backed securities, emerging market debt, and money market strategies for Voya’s general account and third-party business. Prior to joining the firm, Matt worked at Calamos Investments, where he built their fixed income business. He also has prior portfolio management experience at Northern Trust and Lincoln National. Matt received a BBA from the University of Michigan and holds the Chartered Financial Analyst® designation.

    Samy Muaddi, Emerging Market Fixed Income Portfolio Manager, T. Rowe Price
    Samy Muaddi is a portfolio manager in the International Fixed Income Division. He is the lead manager of the Emerging Markets Corporate Bond and Asia Credit Bond Strategies and co-manages the Emerging Markets Bond and Global High Income Bond Strategies. Samy also is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.
    Samy’s investment experience began in 2006 when he joined T. Rowe Price, beginning as an associate analyst in the Fixed Income Division. After that, he was a credit analyst and then an associate portfolio manager on the Emerging Markets team before assuming his current role.
    Samy earned a B.A., summa cum laude, in economics from the University of Maryland. He also has earned the Chartered Financial Analyst® designation. Samy is an adjunct professor at Georgetown University in the Walsh Graduate School of Foreign Service.

    Brian Jacobsen, Ph.D., CFA, CFP®, Senior Investment Strategist, Multi-Asset Solutions, Wells Fargo Asset Management
    Brian Jacobsen is a senior investment strategist on the Multi-Asset Solutions team. He conducts research on risk premia and factors; leads the thought leadership efforts by collaborating with team members across the organization; consults on product development, enhancement, and management; and serves as one of the resident experts on the economy, politics, and the markets for internal and external publications and appearances. Dr. Jacobsen also participates on a number of investment councils and research councils. He is a frequent guest on national and international television and radio networks, including CNBC, Bloomberg, and Fox Business News. He is often cited in the press as a source on the Federal Reserve, world economies, and the global markets. He is an associate professor at Wisconsin Lutheran College. Dr. Jacobsen earned a bachelor’s degree in finance from the University of Wisconsin, Madison, and a Ph.D. in economics from the University of Wisconsin, Milwaukee. He also holds a law degree from Marquette University Law School. He has earned the right to use the Chartered Financial Analyst® (CFA®) and CFP® designations.

    Degas Wright, CFA, CEO, CIO, Portfolio Manager, Decatur Capital Management
    As a founder- principal of Decatur Capital Management, Degas developed DCM’s investment philosophy and is responsible for its implementation. Upon entering the United States Military Academy at West Point, New York, Degas found himself in the advanced math class and the lowest level English class! He wisely decided to major in mathematics and earned a Bachelor of Science degree from West Point. While serving as a Captain in the U.S. Army, he studied econometrics and received a Master of Science degree in Economics from the University of Texas at El Paso. While in graduate school, he was inducted into Omicron Delta Epsilon Society, the International Honor Society for Economics. Degas has served as an Adjunct Faculty member for Keller Graduate School of Management, Devry University. In addition, he holds the NASD Series 65 Uniform Investment Advisor license.

    Prior to founding DCM, Degas served as Corporate Treasurer for the Metropolitan Atlanta Rapid Transit Authority (MARTA), managing its reserve funds. He also served as a member of the MARTA pension committee. While at MARTA, he began developing DCM’s investment philosophy and also earned the Chartered Financial Analyst (CFA) designation.
    In addition to his professional achievements, Degas is active in the community and has served on the boards of several church and nonprofit organizations. He has served as Chair and Board Member for Our House, a non-profit childcare center for homeless families. He was selected to serve on the 2003 Business Leader Advisory Board for the Georgia Department of Education. He is active as a volunteer with Boy Scouts of America and currently serves as a Philmont Ranch Committee member and Board member of the Atlanta Area Council of the Boy Scouts of America.

    He is married to Patricia and has two children, Leland and Cydne. When not reading abstruse research articles, Degas can be found enjoying the outdoors while cycling, golfing, and camping. One of his aspirations is to capture the beauty of nature on canvas.

    Moderated by: Heather Robertson Fortner, MS, IACCP® President & CEO, Signature FD
    As CEO, Heather leans into her passion for listening – to the SignatureFD team, our clients, and the industry – to create and implement the organization’s vision and mission to impact the lives of 10,000 families. Practicing a “coach with empathy” leadership style, Heather leverages her unique ability to harmonize people’s passions and talents to build teams and lead organizations that deliver excellent and inspiring client experiences.

    Previously serving as Chief Operating Officer, Chief Compliance Officer, and President of SignatureFD, Heather has learned, navigated, and held strategic oversight for every aspect of the organization. A highly-sought-after leader in the industry, she is regularly sought after to speak on the ever-changing landscape of wealth management. Prior to joining SignatureFD in February of 2003, Heather was senior operations supervisor at a trust company, managing all portfolio and security operations. She also worked for an investment management firm in Marietta, Georgia, as a financial associate. Heather holds a Bachelor of Finance from Kennesaw State University, a Master of Science in professional counseling from Georgia State University, and is an Investment Adviser Certified Compliance Professional®. Additionally, she is a graduate of the Schwab Executive Leadership program and the G2 Institute.

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = The World Economy + Financial Analysis + Investment Strategy & Process

    Agenda

    2:45-3:00 pm:  Attendee Arrivals / Sponsor Commercial

    2:45-3:15 pm:  Virtual Sponsor Networking Lounges - All Attendees | Join Us for Networking

    3:15 pm:  Welcome & CFA Society Atlanta Announcements - Aaron Jacobson-Swanson, CFA, President, CFA Society Atlanta

    • Foundation Check Presentation - Jackie Cushman, CFA,  President, ASFIP Foundation

    • Moderator Intro - Aaron Jacobson-Swanson, CFA, President, CFA Society Atlanta

    3:20 pm:  Panelist Intro - Heather Fortner, CEO, Signature FD

    3:25-4:25 pm:  Panelist Presentation Begins

    4:25-5:00 pm:  Audience Q&A

    5:00 pm: Thank you & Program Close - Aaron Jacobson-Swanson, CFA, President, CFA Society Atlanta

    5:00-6:00 pm:  Virtual Networking Lounges - All Attendees | Join Us for Networking

    Special Thanks To Our Sponsors

    Diamond 

    VOYA INVESTMENT MANAGEMENT

    Platinum

    T. ROWE PRICE

    Silver

    WELLS FARGO ASSET MANAGEMENT

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