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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!

Montag Lecture Series - The State of the Housing Market

 

September 17, 2008
12:00 AM - 12:00 AM
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Maggiano's - Buckhead
3368 Peachtree Rd
Atlanta, GA
Directions

Summary of Presentation:
Federal Home Loan Bank of Atlanta President and CEO Richard Dorfman will offer some insights and impressions about the current state of the mortgage finance market, and actions that might break the current logjam in credit markets. Drawing from broad experience in investment banking and government finance, Mr. Dorfman will reflect on recent developments at the country’s government sponsored enterprises as well as member institutions of the Federal Home Loan Bank of Atlanta.

Richard Dorfman
President and Chief Executive Officer

Richard Dorfman began serving as President and Chief Executive Officer on June 20, 2007. Before coming to the Bank, he provided strategic and operational consulting and advisory work to several Federal Home Loan Banks and the Federal Home Loan Bank System’s Office of Finance. Prior to these engagements, Dorfman was the Managing Director & Head of U.S. Agencies and Mortgages at ABN Amro, Inc. from 1997 until 2005.
From 1983 until 1996, he held a number of senior executive positions with Lehman Brothers Inc., including the role as Head of Origination, U.S. Government and Agency Business. Under his management, the group was consistently recognized as one of the top managers of global securities offerings and was responsible for advising clients that included Canada Mortgage and Housing Corporation, Fannie Mae, Freddie Mac, and the Federal Home Loan Banks.
Before becoming an investment banker, Dorfman was an attorney with the Federal Deposit Insurance Corporation as well as a regulatory counsel for the New York Bank for Savings. He obtained his Juris Doctor from Syracuse University and Bachelor of Arts from Hofstra University.

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

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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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