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Member Vouchers

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!

Cancellations

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!

Asset Allocation and Investment Policies for Private Clients

 

November 18, 2008
12:00 AM - 12:00 AM
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Grand Hyatt - Buckhead
3300 Peachtree Road NE,
Atlanta, GA
Directions

November 18 through 19 2008

This 1 ½ day conference is aimed at managers of private client assets and will explore key determinants in making asset allocation decisions, including the role of alternative investments, current geopolitical issues, and the challenge of investing during periods of market turbulence.

Speakers will include Jean Brunel, CFA, of Brunel Associates; Scott Welch of Fortigent; Mark Kritzman, CFA, of Windham Capital Management; Willis Sparks of Eurasia Group; and Atlanta's own Adrian Cronje, CFA, of Wilmington Trust.

Additionally, Atlanta Society members will be eligible for a 10% discount on registration fees net of other discounts.

Click here to register on-line via the CFA Institute.

Click here for a registration form. 

View fees and travel information here

Earn 11 CE credits / Get credit for other designations

 

Future Meetings

Webinar Series: House of Cards | In a Market of Froth & Risk: How to Invest "In the Gaps"

 

December 03, 2026

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

Join us & register today!

Register Now View Details ►

 

 

Annual Holiday Networking Social

 

December 10, 2026

 

5:00 PM to 9:00 PM

 

Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354

Join us for this special member exclusive!

Register Now View Details ►

 

 

Member Community: Book Club

 

January 12, 2027

 

6:00 PM to 7:00 PM

 

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

Join us for this exclusive member-only event!

Register Now View Details ►

 

 

Career Webinar Series: Effective Compensation Negotiation: Earn Thousands in Minutes

 

January 20, 2027

 

12:00 PM to 1:30 PM

 

Webinar details will be included in your registration confirmation

Join us & register today!

Register Now View Details ►

 

 

23rd Annual Forecasting Event featuring Peter Zeihan

 

February 03, 2027

 

5:00 PM to 8:30 PM

 

Georgia Aquarium | Oceans Ballroom
246 Ivan Allen Jr. Blvd
Atlanta, GA 30313
http://www.georgiaaquarium.org/

Join us for our Annual Premiere Event!

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Beyond the Core: Redefining Plus in Core Plus

 

March 24, 2027

 

12:00 PM to 1:00 PM

 

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

Join us & register today!

Register Now View Details ►