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!

Navigating the Growth Equity & IPO Landscape

 

September 09, 2026
12:00 PM - 1:00 PM
Add to Calendar

 

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

Special Thanks To Our Sponsor


Over the past decade, the private markets have become an increasingly important driver of value creation. Companies are staying private longer, reaching an unprecedented scale, generating meaningful revenue, and disrupting entire industries before accessing the public markets. As a result, growth equity investors have the opportunity to invest in category-leading businesses during a pivotal stage of their evolution. This session will explore how investors identify companies with the potential to become future public market leaders, how the evolving IPO landscape is shaping investment opportunities, and what recent and anticipated mega IPOs mean for the market.

Richard Herbert, CFA, Head of Investor Relations, Franklin Equity, Franklin Advisors, Inc | Richard Herbert is the head of Investor Relations for Franklin Venture Partners (FVP), the firm's specialized investment team that invests in private opportunities, focusing on mid- and late-stage companies it believes are poised for transformative impacts across multiple industries. Prior to joining FVP, Richard was a Vice President and Institutional Portfolio Manager responsible for the Templeton Global Macro Strategies at Franklin Templeton.

Mr. Herbert joined Franklin Templeton in 2011. Prior to starting his career in finance, he earned a bachelor's degree in business finance, economics, and statistics from California Polytechnic State University (Cal Poly). He is also a Chartered Financial Analyst (CFA) charterholder and holds FINRA series 7 and 63 licenses.

Tickets

$20.00 Member Ticket | Advanced Registration Required

$40.00 Guest Ticket | Advanced Registration Required

Future Meetings

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

 

December 02, 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!

Register Now View Details ►

 

 

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 ►