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Member Vouchers are available for use and can be easily applied during your online registration. As another member benefit, you receive four free vouchers annually. So please take advantage of one the next time you join us for an event. ENJOY!
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Cancellations must be received in writing via email at least 48-hours in advance of the event start time to receive a refund. Please e-mail [email protected]. No phone cancellations are accepted.
Passport Program

The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate. Welcome to Atlanta!
Online Series: After The Virus: An Acceleration of Trends
Special Thanks to our Sponsor

Have we learned anything from the COVID-19 crisis? Not really, but…
- Growth vs value perhaps never made sense. It really doesn’t now
- Gearing up a balance sheet isn’t investing. Investing is deploying capital into real projects
- There are new and better ways of doing things, and they’re arriving fast
People change behavior when the pain of adoption is lower than the pain of change
- When necessary evils become unnecessary
Returns over the long term are massively skewed to a tiny number of companies. CAPM is totally wrong. How does it survive as a basis for investing?
Some of the new breed of companies are infrastructure. That means governance matters more than competition.
You’re not going to find asymmetric growth by looking at annual reports.
Stuart Dunbar, Client Service Director, Baillie Gifford
Stuart joined Baillie Gifford in 2003 and is a Director in the Clients Department. He became a Partner in the firm in 2014 and is responsible for overseeing relationships with financial institutions, as well as contributing to consultant relationships, marketing and client servicing activities in Europe and Asia. Prior to joining Baillie Gifford, Stuart worked with Dresdner RCM in Hong Kong and Aberdeen Asset Management in the UK. He graduated BA in Finance and Business Law from the University of Strathclyde in 1993.
Kristen Ross, Relationship Manager, Baillie Gifford
Kristen is a Relationship Manager for intermediary clients in the United States. In this role, she is responsible for driving the relationship between Baillie Gifford and private banks, registered investment advisors (RIA’s), trust banks & family offices across the country. Before joining the firm, Kristen was responsible for similar client partnerships at OppenheimerFunds. She began her career working as an advisor for a Boston based RIA. Kristen graduated BS in Finance from The University of Rhode Island and holds her CAIA and QPFC designations.
Tickets
$0.00 Member Ticket | Advanced Registration Required
$0.00 Guest Ticket | Advanced Registration Required
Documents
Future Meetings
Annual Meeting Part One: Official Business|Members Only
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Member Appreciation Networking Social
Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305
Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs
Webinar details will be included in your registration confirmation
Bourbon Tasting with the Bourbon Whisperer
The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
Member Community Book Club
SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339
Annual Holiday Networking Social
Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354