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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!

Navigating the Growth Equity & IPO Landscape

 

September 09, 2026
12:00 PM - 1:00 PM
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The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
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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.

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Tickets

$20.00 Member Ticket | Advanced Registration Required

$40.00 Guest Ticket | Advanced Registration Required

$30.00 CFA Atlanta Namebadge

Future Meetings

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 8:00 PM

 

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

Join us for this special event!

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Webinar Series: Geopolitics in the Age of Disruption

 

September 02, 2026

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

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Navigating the Growth Equity & IPO Landscape

 

September 09, 2026

 

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 ►

 

 

Webinar Series: Beyond Traditional Tax-Loss Harvesting: The Next Generation of Tax-Aware Investing

 

September 17, 2026

 

12:00 PM to 1:00 PM

 

Webinar details will be included in your registration confirmation

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Member Community: Investment Strategy Roundtable + Networking Social Hour

 

September 17, 2026

 

5:00 PM to 6:00 PM

 

BlackRock
725 Ponce de Leon Ave NE
Atlanta, GA 30306

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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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Breaking the Mold: How ETFs Are Opening the Door to Alternatives and Offering Liquidity

 

September 23, 2026

 

12:00 PM to 1:00 PM

 

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

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The Next Era of Real Estate: Data Centers, Office Uncertainty, and Evolving Investment Models

 

October 21, 2026

 

12:00 PM to 1:00 PM

 

Invesco
Two Peachtree Pointe - 1555 Peachtree Street, Suite 1800
Atanta , GA 30309

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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

Join us for this special member exclusive!

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