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.   

    Fundamental Changes & Rising Scrutiny of Municipal Bond Market

    October 20, 2010
    12:00 PM - 2:00 PM
     Add to Calendar

    103 West 103 West Paces Ferry
    Atlanta, GA 30305  Directions

    Karen Dunn Kelley

    Chief Executive Offi cer of Invesco Fixed Income

    Executive Vice President of Invesco Aim Distributors, Inc.

    Karen Dunn Kelley is chief executive offi cer of Invesco Fixed Income, with responsibility for its fixed income and cash management business, which employs 119 investment professionals and with $153.4 billion1 in assets as of December 31, 2009.

    In addition to Ms. Dunn Kelley's current position, she is also a member of Invesco's Executive Management and Worldwide Institutional Strategy Committees. She is president and principal executive offi cer of Short-Term Investments Trust and AIM Treasurer's Series Trust and serves on the board for the Short-Term Investments Company (Global Series) plc, AIM Global Management Company, Ltd and Invesco Mortgage Capital Inc. 

    Ms. Dunn Kelley has been in the investment business since 1982, and has a vast amount of experience in both sales and asset  management in the short and long term areas of the fi xed income market. She began her career at Drexel Burnham Lambert on the Fixed Income High Grade Retail Desk, which included trading and brokering of high grade corporate, government, hybrid, mortgage and money market securities to the retail distribution network. In 1985, she was promoted to vice president and assistant manager of Drexel Burnham Lambert's Fixed Income High Yield Retail Desk, which included expanded responsibilities for the daily trading and brokering operations of the high yield retail desk. During this time, she structured swaps, hedges, arbitrages, as well as, risk positions. In 1986, Ms. Dunn Kelley joined Federated Investors (Pittsburgh) and became involved in the asset management business aspect of the fi xed income division. She was responsible for the cash management of the entire Federated family of funds which consisted of over 40 different mutual fund products. Funds managed were governed by the Investment Company Act of 1940 and she gained signifi cant experience with SEC Rule 2a-7 which governs money market funds. She also managed U.S. long duration government securities portfolios and held positions in various capacities including government bond trader, repo trader and federal funds trader. During her tenure at Federated she managed the back offi ce operations staff and was responsible for daily interaction with securities custodians for all portfolios. This position covered the settlement process of fi xed income holdings, foreign equities, currencies, and repurchase agreements.

    Ms. Dunn Kelley joined Invesco in 1989 as a money market portfolio manager with initial responsibilities for all money market operations from portfolio administration to portfolio management for taxable, tax-free and treasury portfolios. In 1992, her responsibilities were expanded to include longer term government portfolios and was named chief money market and government offi cer. In 1994,

    Ms. Dunn Kelley was responsible for the creation of Invesco's Short-Term Investments Company (Global Series) plc portfolios domiciled in Ireland, which evolved to include U.S. Dollar, Sterling and Euro denominated portfolios. Other portfolios created and managed under her leadership include private trusts; U.S. ERISA portfolios and Canadian domiciled money market funds. Under Ms. Dunn Kelly's direction, Invesco has built one of the world's most respected cash management organizations in the industry. In April 2007, she was named chief executive offi cer of Invesco's newly combined fi xed income and cash managementteams. The combined team creates one of the largest fi xed income operations in the world, with a comprehensive range of products and operations in key markets globally. A native of Brooklyn, New York, Ms. Dunn Kelley graduated magna cum laude with a Bachelor of Science degree from the Villanova University, College of Commerce and 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

    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