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.   

    CFA Society of Atlanta Exchange Traded Fund (ETF) Workshop

    May 20, 2009
    5:00 PM - 7:00 PM
     Add to Calendar

    The Buckhead Club 3344 Peachtree Road, Suite 2600
    Atlanta, GA  Directions

    iShares Presenters:
    Dodd Kittsley, CFA, Senior Investment Strategist
    John Hyland, CIMA, Business Development Officer
    1. Understanding The True Benefits of ETFs:  A discussion about structure, cost, tax efficiency, transparency, tracking and liquidity.
    2. Putting ETFs to Work:  Six essential strategies for today’s markets.
    3. The Paradox of Active Fixed Income Management:  Is the objective of providing stability and balancing risk compatible with seeking alpha?
     
    Direxion Presenters:
    Steve Ravenna, Senior Vice President
    Michael Eschmann, Senior Vice President
    1. The Composition of Leveraged Bull and Bear Portfolios Through the Use of Total Return Swaps or Futures.
    2. The Compounding and Path Dependency Effects on Performance vs. Expectations.
    3. How to Manage Counterparty Risk.
    4. 3X Leveraged ETF Applications for Wealth Management Including Trading, Hedging, Portable Alpha and Pairing Strategies.
     
    Investment manager panel discussion:
    “How are ETFs and leveraged ETFs best utilized in your respective strategies?”
    Morris Glasgow, CFP, ChFC, Glasgow Capital Management
    Aradhana Kejriwal, CFA, GV Financial Advisors
    Tommy Lackey, CMT, CFP, Barber Lackey Financial Group, LLC
    Mitchell Reiner, CFP, CIMA, Capital Investment Advisors
    Moderated by Bryan Lassiter, CFA, Globalt Investments
     

    Future Events

    Online Series: Candidate Connections

    June 09, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Join us for this open forum

    Read More

    Online Series: Annual Meeting | A Fireside Chat with Rupal J. Bhansali & Stephanie Lang, CFA

    June 10, 2020
    12:00 PM - 1:30 PM

    Webinar
    Details to follow

    1hr Professional Learning Credit

    Read More

    Online Course: Introduction To Data Science & Python for Finance | A Cognitir Workshop

    June 16, 2020 1:00 PM to June 18, 2020 4:30 PM

    Webinar
    Details to follow

    Our training partner, Cognitir is instructing this online course

    Read More

    Online Series: Recent Market Tumult & the Prognosis for Value Investing

    June 25, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    1hr Professional Learning

    Read More

    Online Series: Women Leadership Series - Cultivating Your Online Brand

    July 09, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Members Only Exclusive

    Read More