Have a Great Idea?

A speaker/topic/venue or anything else you want us to know about or consider.

Submit Great Ideas

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!

The Compelling Case for Private Real Estate Credit

 

October 09, 2024
11:30 AM - 1:00 PM
Add to Calendar

 

Invesco
1331 Spring St NW Suite 2500
Atlanta , GA 30309
Directions

Special Thanks to Our Diamond Sponsor



  • REGISTRATION & LUNCH BUFFET @ 11:30 AM

  • Introduction | Colin McCarthy, RIA & Family Office Market Leader

  • Invesco Real Estate Market Outlook | Michael Sobolik, Investment Strategist

  • Opportunity in Real Estate Credit | Charlie Rose, Global Head Real Estate Debt

  • Q&A


Michael C. Sobolik is a Managing Director and Regional Investment Strategist for North America at Invesco Real Estate. His responsibility involves oversight of the group’s analysis and forecasting processes, including the integration of research-based views into the firm’s investment underwriting and investment strategy.

Michael began his investment career in 1985 and joined Invesco Real Estate in 1999. Prior to joining Invesco, he worked at HFF, L.P. and USAA Real Estate Company.

Michael earned a Bachelor of Business Administration from Texas A&M University. He is a Chartered Financial Analyst® (CFA) charterholder and is a Counselor of Real Estate® (CRE).

Charlie Rose is a Managing Director and Global Head of Real Estate Credit and President of the Invesco Commercial Real Estate Finance Trust. Charlie leads the firm’s commercial real estate credit lines of business globally. In his role as Managing Director, he primarily focuses on setting strategy, overseeing portfolio management, and leading the firm’s credit investing initiatives in the US. Charlie is a member of the North American Credit Investment Committee and the European Credit Investment Committee. Additionally, he chairs the firm’s Diversity, Equity & Inclusion Taskforce.

Charlie began his investment career in 2003 and joined Invesco Real Estate in 2017. Prior to joining Invesco, Charlie served as managing director for Canyon Partners Real Estate (Canyon), where he was responsible for leading the execution of Canyon’s real estate direct investing strategy in the Western United States. Prior to Canyon, Charlie worked for Pacific Urban Residential in capital markets and multifamily acquisitions. He started his career with Rosen Consulting Group, where he was Vice President, responsible for national real estate market research, covering the office, retail, industrial, and residential sectors.

Charlie holds a Bachelor of Arts from Stanford University and a Master of Business Administration with Honors from the Wharton School of the University of Pennsylvania. He is a member of the Young Presidents Organization (YPO), the Urban Land Institute (ULI) Urban Development and Mixed Use Council and serves on the board of the Stanford Professionals in Real Estate (SPIRE) where he is also chair of the Stanford Real Estate Council (SREC) Committee.

PARKING - Self Park South Parking Deck

View Photos

Tickets

$20.00 Member Ticket | Advanced Registration Required

$40.00 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

Register Now View Details ►

 

 

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

Join us & register today!

View Details ►

 

 

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!

Register Now View Details ►

 

 

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!

Register Now View Details ►

 

 

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

Join us for this special event!

Register Now View Details ►

 

 

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

Join us for this exclusive member-only event!

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 meebr exclusive!

Register Now View Details ►