Passport Program

    The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate.  Welcome to Atlanta!

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    Past Events - Video Archives

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    Local Society Events 

    Amid, the COVID-19 crisis, the safety and well-being of our members, guests, volunteers and staff are of the upmost importance to us.  With a state of emergency being declared state and nationwide, we are cancelling all live events through May 31, 2020.  We will attempt to convert these events to a virtual experience, where feasible or look to reschedule. 

    Take good care, stay safe and be well.   

    Past Events

    Range Bound Investing

    December 06, 2012
    12:00 PM - 2:00 PM

    Twelve Hotels
    361 17th Street NW
    Atlanta , GA 30363
    http://www.twelvehotels.com/atlanticstation/directions-en.html

    Featuring Vitaliy Katsenelson, Chief Investment Officer at Investment Management Associates Inc.

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    Annual Conferment Dinner

    November 14, 2012
    5:30 PM - 8:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305
    http://www.buckheadrestaurants.com/103-west/

    Featuring Alan M. Meder, CFA

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    Open House for CFA Exam Candidates

    November 13, 2012
    6:00 PM - 8:00 PM

    Kaplan
    3867 Roswell Road
    Atlanta , GA 30342

    Join Us!

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    Greater Investment Success can be accomplished through Behavioral Insights

    November 07, 2012
    12:00 PM - 2:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305
    http://www.buckheadrestaurants.com/103-west/

    Featuring, Arnold S. Wood, President and CEO - Martingale Asset Management, Behavioral Finance Expert

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    CFA Society of Atlanta Volunteer Recruitment and Recognition Event

    October 30, 2012
    5:00 PM - 7:00 PM

    Hudson Midtown Grille
    942 Peachtree St NE
    Atlanta, GA 30309
    http://www.hudsongrille.com

    Please join us and learn how to get more involved!

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    Career Event - How to Successfully Switch into a New Finance Career Path: Overcoming the challenges of getting your resume noticed, working with recruiters, and interviewing in a new field

    October 24, 2012
    5:00 PM - 7:00 PM

    Georgia Tech's Scheller College of Business, Room 314
    800 West Peachtree St NW
    Atlanta, GA 30332

    Please join us!

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    Can The Past Be Instructive? The Current Economic Crisis In Historical Perspective

    October 18, 2012
    12:00 PM - 2:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305
    http://www.buckheadrestaurants.com/103-west/

    Featuring Jeremy Atack, Professor Vanderbilt University

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    CFA Institute Conference: Asset Allocation for Private Clients

    October 17, 2012 7:00 AM to October 18, 2012 12:30 PM

    TBD

    The CFA Society of Atlanta is Please to Announce

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    The Revenge of Geography:What the Map Tells Us About Coming Conflicts and the Battle Against Fate

    October 03, 2012
    12:00 PM - 2:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    Featuring Robert D. Kaplan, Chief Geopolitical Analyst for STRATFOR

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    Panel Discussion - Investing in America’s Energy Independence

    September 19, 2012
    5:30 PM - 8:00 PM

    Maggiano's - Buckhead
    3368 Peachtree Rd NE
    Atlanta , GA 30326
    http://www.maggianos.com/en/buckhead_atlanta_ga/pages/locationlanding.aspx

    Featuring Jeff Fulmer & Peter Tumminello

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    Investing In Venture Capital Space

    September 05, 2012
    12:00 PM - 2:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    Featuring Alan Taetle

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    Professional Networking Social

    July 31, 2012
    5:00 PM - 7:00 PM

    Fado Irish Pub
    273 Buckhead Avenue
    Altanta, GA 30305
    http://www.fadoirishpub.com/atlanta/

    Please join us!

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    Annual Meeting - Debt, Austerity and Recovery

    June 06, 2012
    5:30 PM - 8:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305
    http://www.buckheadrestaurants.com/103-west/

    Featuring Dr. Lacy H. Hunt, Executive Vice President of Hoisington Investment Management Company (HIMCO)

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    Economic and Investment Implications of Global Demographics

    May 30, 2012
    12:00 PM - 2:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    Featuring Dick Hokenson Managing Director of Global Demographics for ISI Group

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    Exchange Traded Funds & Exchange Traded Notes

    May 10, 2012
    12:00 PM - 2:00 PM

    Invesco
    Two Peachtree Pointe - 1555 Peachtree Street, Suite 1800
    Atanta , GA 30309

    Featuring John G. Feyerer, CFA Head of Product Strategy and Research & Benjamin Fulton Managing Director

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    Endowment and Foundation Panel Discussion

    May 02, 2012
    12:00 PM - 2:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    Please join us!

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    Municipal Market Update

    April 25, 2012
    12:00 PM - 2:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305
    http://www.buckheadrestaurants.com/103-west/

    Featuring John Miller, CFA Managing Director & Co-Head of Global and U.S. Fixed Income Nuveen Asset Management

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    Sustainability and Low Volatility Equity Strategies

    April 04, 2012
    12:00 PM - 2:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    Featuring Dan diBartolomeo, President Northfield Information Services, Inc.

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    Thinking Beyond Size & Style: Has the Impact of a Third Dimension - Quality - Been Overlooked?

    March 28, 2012
    12:00 PM - 2:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305
    http://www.buckheadrestaurants.com/103-west/

    Featuring Brian Smith, Director of Institutional Services and Principal at Atlanta Capital Management Co., LLC

    Read More

    CFA Institute Research Challenge – Southern Classic

    March 03, 2012
    9:00 AM - 4:00 PM

    GSU - Alpharetta Center
    3775 Brookside Parkway
    Alpharetta, GA 30022

    Join us!

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    CFA Society of Alabama Event

    February 29, 2012
    6:00 PM - 9:00 PM

    Barber Motorsports Museum

    Birmingham, AL

    We are pleased to promote

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    Eighth Annual Forecasting Event

    February 13, 2012
    5:30 PM - 8:30 PM

    Intercontinental Hotel - Buckhead
    3315 Peachtree Rd NE
    Atlanta, GA 30326

    Featuring Dr. Marc Faber & David Malpass

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    RidgeWorth: The Benefits of a Boutique structure for Investors and Asset Managers

    February 01, 2012
    12:00 PM - 2:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    Fearturing Jim Stueve, President RidgeWorth Investments

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    Financial Services Regulation

    January 11, 2012
    12:00 PM - 2:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    Featuring Raymond Fortin & David Bloom

    Read More