June 2014 Print

    President's Report

    First off, good luck to all of our candidates taking each level of the CFA Exam on June 7th. Your commitment to academic and professional excellence is commendable and we look forward to welcoming you all as members in the coming years.

    It has been a very active and exciting year. Over the past ten months our volunteers have done an exceptional job executing our goals for the year. We have over 80 volunteers that assist with everything we do for programming, recruitment, education, and advocacy. I am very proud to be working alongside these volunteers who donate so much time to our organization.

    This year we delivered an outstanding CFA Institute Research Challenge Southern Classic. The Southern Classic is a local level of the CFA Institute Research Challenge, a global competition presented by CFA Institute. In order to promote best practices in equity research and company analysis, student participants in the challenge research, analyze, and report on a company as if they are practicing analysts. Kaplan Schweser and FactSet sponsored the challenge globally. The Southern Classic was sponsored by RidgeWorth Investments and presented by Atlanta Society of Finance and Investment Professionals (ASFIP) and the CFA Societies of Alabama and South Carolina.

    Thirteen teams of three to five students, from the area’s leading universities and business schools, competed for a place in the regional final in Denver. University of Alabama won the final round against finalists Georgia State University, University of Alabama Birmingham (UAB), and University of Georgia. Also competing in Alpharetta on February 22, 2014, were: Auburn University at Montgomery, The Citadel, Coastal Carolina University, Furman University, Georgia Institute of Technology (Georgia Tech), Mercer University, Samford University, University of South Carolina, and Wofford College.

    Excitingly, Atlanta has been selected to host the Global and North American Finals next year; events will take place April 15-17, 2015. Volunteers will be needed, so please email the committee at [email protected] if you are interested.

    We also had the pleasure of hosting Dr. George Friedman of Stratfor, at our 10th Annual Forecasting Dinner. Each year the society endeavors to bring a thought leader to the community to share perspective on the opportunities and risks around the globe. Dr. Friedman provided the large crowd at the Georgia Aquarium with insights into the current geopolitical environment. We discussed the upheaval in the Ukraine and Syria, as well as the changing dynamics of some of the BRIC Countries. We are looking forward to hosting this event again in 2015 and if you would like to volunteer please click here.

    In addition to social events, we have been active in engaging the local community. We have partnered with groups like Wall Street Warfighters, the American Gas Association, and the Federal Reserve Bank of Atlanta for programming. We have also created committees to further our mission, and demonstrate the value of ASFIP to the Atlanta community writ-large. Some of our new leadership committees are Strategic Advisory, Advocacy, and Corporate Outreach.

    The goal of the Corporate Outreach Committee is to initiate and develop relationships between the society and key corporations in the Atlanta area. The purpose is two-fold: to provide education opportunities for employees, and to increase awareness of the CFA charter among those who would look to hire for CFA-
    related roles. We want people to understand what the charter means, and why they should look to hire a charterholder. We are hosting our first breakfast for senior management and HR professionals of a few select corporations in June at the Buckhead Club, and we will offer more opportunities for corporations to meet with us over the next several quarters. If you have any questions about this effort, please reach out to Josh Cochran at 336-420-6736 or [email protected] 

    It has been a busy year and 2015 promises more excitement. We will be electing a new slate of officers and trustees and we are always looking for volunteers. At the bottom of this message is a list of the heads of various functions and committees. Feel free to reach out to them if you are interested in a particular area. Also the website is the best place to get up to date information on the society and to see job postings.

    It has been an honor to serve as your society president this year and I look forward to many more years of productive membership with you all.

    Dustin Martin, CFA

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    Upcoming Events

    Upcoming Events
    There are many great educational and social events coming up. The most up to date list is always here but here is a sampling below. *do you have a great idea for an event? GET INVOLVED! Reach out to George Chen to find out how!*

    11:00AM to 2:00PM
    Financial Fairytales: a Workshop
    Terry College of Business – Executive Education Center
    Satayajit Das

    5:30PM to 8:30PM
    Annual Meeting
    The Buckhead Club
    Satayajit Das

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    Let's get Organized!

    We hope you enjoyed this newsletter. We’re open to comments and suggestions about how we could make this publication better and more useful as a tool for our members. Thank you to Josh Cochran, George Chen, and John Skinner for submissions for this issue of the newsletter. Please reach out to Leo Svoboda with feedback.

    If you would like to be removed from this distribution please click here

    CFA Society of Atlanta Newsletter Team
    Dustin Martin, CFA - President
    Sharon Margetson, CFA – Secretary
    George Chen, CFA, CIPM – Trustee; Vice President of Programs
    Darlene van Nostrand, CFA – Chair; Media and Communications Outreach
    Leo Svoboda, CFA – Editor; Media and Communications Outreach - @svobodaCFA
    Josh Cochran, CFA - Co-Chair; Technology - @oneluckyjosh
    Peter Osterland, CFA- Co-Chair; Technology
    Cathy Ford - Executive Administrator

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