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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

 

May 27, 2020
11:00 AM - 12:00 PM
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Webinar
Details to follow

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Special Thanks to our Sponsor 


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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


Future Meetings

Annual Meeting Part One: Official Business|Members Only

 

June 10, 2026

 

5:00 PM to 5:30 PM

 

Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339

Members Only

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Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock

 

June 10, 2026

 

5:30 PM to 8:00 PM

 

Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339

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Annual Member Appreciation Networking Social

 

July 30, 2026

 

5:30 PM to 7:30 PM

 

Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305

Join us for fellowship and fun!

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Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs

 

August 13, 2026

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

Join us & register today!

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Bourbon Tasting with the Bourbon Whisperer

 

August 27, 2026

 

5:30 PM to 7:30 PM

 

The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326

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Member Community Book Club

 

September 22, 2026

 

6:00 PM to 7:00 PM

 

SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339

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Annual Holiday Networking Social

 

December 10, 2026

 

5:00 PM to 9:00 PM

 

Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354

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