Join us for this special celebration, as we move forward as CFA Society Atlanta.  

Agenda

5:30 until 6:30 - Registration & Networking Cocktail Reception

6:30 - Welcome & CFA Society Atlanta Announcements

                                New Name, What’s Next?

                                16^th Annual Forecast Event with Janet Yellen

                                73^rd CFA-I Annual Conference

6:40 - ASFIP Foundation Remarks & Grant Giving

6:50 - Marg Franklin Remarks

7:00 - Fireside Chat - Flanagan & Franklin

8:00 - Q&A

8:30 - Program Concludes

We will welcome Marg Franklin, the newly appointed President and CEO of CFA Institute, as our very special guest. She will provide a preview of what to expect as her journey begins! 

Franklin is the first woman to hold the position in the organization’s 73-year history. She will begin her new role on September 2, 2019.  She succeeds Paul Smith, who will remain in an advisory capacity to the CEO until December 31, 2019. 

Marg Franklin has been a leader in the investment management industry for 28 years, most recently as President of BNY Mellon Wealth Management in Canada and head of International Wealth Management in North America. Her deep practitioner experience has been gained at firms ranging from large, global asset managers to start ups, including Marret Private Wealth, State Street Global Advisors and Barclays Global Investors. Her work has included advising individuals, families, pension plans, endowments, foundations and government agencies.

Marg’s experience with CFA Institute also runs deep. In 2011, Ms. Franklin was chair of the Board of Governors of CFA Institute, which is a volunteer position, and is a member of CFA Society Toronto, where she has also served on its board. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of its Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council. 

Ms. Franklin said: “I am honored to assume the leadership of CFA Institute whose mission to promote the highest standards of ethics, education, and professional excellence is more important than ever as our industry faces disruption from many quarters. I look forward to applying my wide-ranging experience as a practitioner and extensive knowledge of the organization in the service of its mission and members.”

“Marg joins CFA Institute at a time when candidate growth and our global society network are at all-time highs,” said Heather Brilliant, CFA, chair of the board of governors of CFA Institute. “We thank Paul for his work to promote the CFA charter and fair and functioning markets all over the world. He leaves a strong organization ready to address the challenges of markets and economies in flux, passing the baton to Marg Franklin, a proven leader.”

We will also be joined by Atlanta's very own, Martin Flanagan, President and Chief Executive Officer of Invesco.  He is also a trustee and vice-chairperson of the Invesco Funds (the company’s U.S. open- and closed-end funds). Mr. Flanagan joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from 2004 to 2005. Previously, he held numerous positions of increasing responsibility at Franklin — co-president, chief operating officer, chief financial officer and senior vice president from 1993 - 2003. Mr. Flanagan served as director, executive vice president and chief operating officer of Templeton, Galbraith & Hansberger, Ltd. before its acquisition by Franklin in 1992. Before joining Templeton in 1983, he worked with Arthur Andersen & Co. He serves on the Board of Governors and as a member of the Executive Committee for the Investment Company Institute, and is a former Chairperson of the association. He also serves as a member of the executive board at the SMU Cox School of Business and is involved in a number of civic activities in Atlanta. Mr. Flanagan is a CFA charterholder and a certified public accountant. Mr. Flanagan earned a B.A. and B.B.A. from Southern Methodist University (SMU).