CFA Society Atlanta will host the 19^th Annual Forecasting Event on January 26 at the Cobb Energy Performing Arts Centre including a cocktail reception and dinner.  We are excited to announce that Dennis Lockhart and Rick Rieder are our keynote speakers.  This flagship event, which attracts hundreds of investment professionals and regional financial leaders, will kick off an exciting calendar year of educational programming and networking opportunities.

Agenda

5:30 – 6:30 | Registration & Networking Cocktail Reception | Pre-function

6:30 | Seating & Dinner Buffet Open | Ballroom

7:00 – 7:05 | Society Opening Remarks

7:05 – 7:10 | ASFIP Foundation Remarks & Grant Presentation

7:10 – 7:20 | Invesco Update & Speaker Introduction

7:20 – 8:30 | An Evening Fireside with Dennis Lockhart & Rick Rieder moderated by Barbara Reinhard

Dennis Lockhart’s career includes time in the private sector, academia, and government.  From 2007 to 2017 he was president and CEO of the Federal Reserve Bank of Atlanta. In this role, Lockhart served on the Federal Reserve’s chief monetary policy body, the Federal Open Market Committee (FOMC).

He is currently a distinguished professor-of-the-practice in the Nunn School of International Affairs at Georgia Tech. He serves on a number of for-profit company boards and non-profit boards and advisory councils.  He chairs Emory’s Brain Health Advisory Council.  He serves in an advisory role for Sante’ Ventures and Market News International.

In June 2018, he completed a year as a senior fellow in the Mossavar-Rahmani Center for Business and Government at the Harvard Kennedy School where he studied U.S. national infrastructure policy.

Before becoming a central banker, Lockhart was a member of the faculty of Georgetown University’s Walsh School of Foreign Service where he chaired the Masters program concentrations in global commerce and finance and international business–government relations.  He also was an adjunct professor at Johns Hopkins University’s School of Advanced International Studies. Simultaneous with these teaching roles, he was chairman of the Small Enterprise Assistance Funds, a sponsor of emerging markets private equity funds.

Earlier he was managing partner of a boutique private investment firm with activity in Africa and Latin America and president of Heller International Group, a Chicago-headquartered financial firm with activities in commercial finance in Europe, Asia, and Latin America.  In 2000, he chaired the Advisory Committee of the U.S. Export-Import Bank. 

At the start of his career, Lockhart held various positions, both international and domestic, with Citicorp/Citibank (now Citigroup). He worked in Lebanon, Saudi Arabia, Greece, Iran, New York, and Atlanta.

Lockhart was born and grew up in California. He was educated at Stanford University and the Johns Hopkins University School of Advanced International Studies. He also attended the Senior Executive Program at the Sloan School of Management, Massachusetts Institute of Technology, and served as an officer in the U.S. Marine Corps Reserve.  He holds an honorary doctorate from Georgia State University.

Rick Rieder, Managing Director, is BlackRock's Chief Investment Officer of Global Fixed Income, Head of the Fundamental Fixed Income business, and Head of the Global Allocation Investment Team. Mr. Rieder is responsible for roughly $2.4 trillion in assets. He is a member of BlackRock’s Executive Sub-Committee on Investments, a member of BlackRock's Global Operating Committee, and Chairman of the firm-wide BlackRock Investment Council.

Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury and member of the Federal Reserve’s Investment Advisory Committee on Financial Markets.

Mr. Rieder currently serves on the Alphabet/Google Investment Advisory Committee and the UBS Research Advisory Board. He was nominated for Outstanding Portfolio Manager by Morningstar in 2021, was awarded the Global Unconstrained Fixed Income Manager of the Year for 2015 by Institutional Investor, was nominated for Fixed Income Manager of the Year by Institutional Investor for 2014, and was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013. Four of the funds Mr. Rieder manages (Strategic Income Opportunities, Fixed Income Global Opportunities, Total Return, and Strategic Global Bond) have been awarded Gold Medals by Morningstar.

From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee, and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta.

Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Business School, and the University's Finance Committee, and is the Vice Chairman of the Investment Committee. Mr. Rieder is founder and chairman of the business school's BBA investment fund and community financial literacy program.

Mr. Rieder serves as Chairman and President of the Board of Education for North Star Academy's fourteen Charter Schools in Newark, New Jersey, and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is on the Board of the BlackRock Foundation, the Board of Advisors for the Hospital for Special Surgery, and the Board of Big Brothers/Big Sisters of Newark and Essex County. Mr. Rieder formerly served on the Board and National Leadership Council of the Communities in Schools Educational Foundation, and Trustee for the US Olympic Foundation. Mr. Rieder was honored at the Choose Success Awards ceremony in Atlanta in 2015 for his dedication to public education in Atlanta through CIS and Graduation Generation.

Moderated by:

Barbara Reinhard, CFA is the head of asset allocation for Multi-Asset Strategies and Solutions (MASS) at Voya Investment Management, responsible for strategic and tactical asset allocation decisions for the team’s multi-asset strategies. Prior to joining Voya, Barbara was the chief investment officer for Credit Suisse Private Bank in the Americas where she managed discretionary multi-asset portfolios and was a member of the global asset allocation and the pension investment committees. Prior to that, Barbara worked at Morgan Stanley, first in the fixed income division and later became the deputy chief investment strategist for the global wealth management division. Barbara earned a BA in economics from Trinity College and is a CFA^® Charterholder.

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