Have a Great Idea?
A speaker/topic/venue or anything else you want us to know about or consider.
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!
Diane Garnick, CPA - Trends in Fund Management for Plan Sponsors

REGISTRATION BEGINS AT 11:30 A.M.
Diane Garnick, CPA, is the Investment Strategist for INVESCO, a global asset management firm with $491.6 billion under management as of June 30, 2007. In her role as Strategist, she directs the firm's Global Investment Solutions and Research Team. Garnick has over ten years of investment experience and is a world-renowned plan sponsor advocate. She has focused her entire career on the plan sponsor, foundation, endowment, and family office communities identifying investment strategies designed to improve the ability of funds to meet their obligations to beneficiaries.
Garnick works closely with Chief Executive Officers, Chief Investment Officers, and Trustees to ensure they understand the implications of their investment decisions prior to implementing them. In this role she can often be seen authoring 'how to' educational reports and giving seminars on investment topics. Garnick's approach has been described as 'translating math into English' as she is best known for bringing complex investment theories into the reach of many decision makers. Her tireless efforts have helped improve the risk-return profile of countless plans.
Prior to joining INVESCO Garnick was a Global Derivatives Strategist at Merrill Lynch where she and her team were named to the Institutional Investor All Star Team. Garnick has published hundreds of reports that focus on portfolio construction, volatility, corporate actions, equity indices, exchange traded funds ("ETFs"), futures, options, accounting and taxation.
Garnick is one of the growing number of Wall Street executives who have transitioned from being world class financiers to world class philanthropists. Diane is the founder of the Ladies in Red, a charitable organization focused on charities geared towards solving issues faced by underprivileged children and women throughout the world.
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