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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.   

    Annual Conferment Dinner

    November 04, 2009
    5:30 PM - 8:00 PM
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    The Buckhead Club 3344 Peachtree Road, NE - 26th Floor
    Atlanta, GA 30326  Directions

    Sam Jones retired from Trillium Asset Management Corporation (“Trillium”) in February 2009 and resides in Carlisle, Massachusetts. In February 1992, Mr. Jones joined Trillium where he was Chief Investment Officer and Chief Compliance Officer until July 2006, when he relinquished his CIO responsibilities as part of a management succession plan.  He continued to serve as CCO and senior portfolio manager until he retired.  Trillium is an independent, employee-owned registered investment adviser, and a pioneer in the field of environmental, social, governance (ESG) investing.  Sam logged over 41 years experience in the institutional asset management business, having previously held positions as Vice President and Portfolio Manager at Keystone Investment Management; Vice President, Investments at Scudder, Stevens & Clark; Vice President, Investment Research at Crocker Investment Management; and security analyst with Drexel Harriman Ripley.  As a research analyst, Mr. Jones covered high technology industries for most of his career, but also followed areas as diverse as conglomerates, aerospace/defense, utilities, and energy.

     

    A CFAÒ charterholder, Mr. Jones has been active nationally with the CFA Institute (formerly AIMR), a not-for-profit organization, and is a member of its Board of Governors for the fiscal years 2004-present.  Jones has also served on the Board’s Audit Committee for three years, and as chairman during FY 2005-’06.  He served in the past as chairman of their ethics committees, known as the Policy Standards Subcommittee of the Professional Standards & Policy Committee and its successor, the Standards of Practice Council.  Mr. Jones was the 2002 recipient of CFA Institute’s prestigious Daniel J. Forrestal, III, Leadership Award. 

     

    Mr. Jones has been a frequent guest speaker at National Investor Relations Institute (NIRI) seminars and symposiums dealing with topics ranging from financial disclosure requirements to improving contact with the investment community.  He once was a member of the editorial board of NIRI’s quarterly magazine, IRQ.  Sam co-chaired the CFA Institute-NIRI Joint Task Force on Corporate Issuer & Analyst Relations from 2002-’04.

    Mr. Jones is a past president of the CFA Society of San Francisco (1981-’82). He is currently a member of the Boston Security Analysts Society (one of the largest chapters of CFA Institute) and served on its Board of Directors from 2001-’07. He was Vice President of Programs for the BSAS during its FY 2003-’05.  He is also a member of the Investment Adviser Association, including its Government Relations Committeee, and of the National Association of Corporate Directors.  Sam is a graduate of the University of Michigan with both a BBA and MBA in finance.

    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

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    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

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    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

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    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

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    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

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