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!

CFA Society of Atlanta Exchange Traded Fund (ETF) Workshop

 

May 20, 2009
5:00 PM - 7:00 PM
Add to Calendar

 

The Buckhead Club
3344 Peachtree Road, Suite 2600
Atlanta, GA
Directions

iShares Presenters:
Dodd Kittsley, CFA, Senior Investment Strategist
John Hyland, CIMA, Business Development Officer
  1. Understanding The True Benefits of ETFs:  A discussion about structure, cost, tax efficiency, transparency, tracking and liquidity.
  2. Putting ETFs to Work:  Six essential strategies for today’s markets.
  3. The Paradox of Active Fixed Income Management:  Is the objective of providing stability and balancing risk compatible with seeking alpha?
 
Direxion Presenters:
Steve Ravenna, Senior Vice President
Michael Eschmann, Senior Vice President
  1. The Composition of Leveraged Bull and Bear Portfolios Through the Use of Total Return Swaps or Futures.
  2. The Compounding and Path Dependency Effects on Performance vs. Expectations.
  3. How to Manage Counterparty Risk.
  4. 3X Leveraged ETF Applications for Wealth Management Including Trading, Hedging, Portable Alpha and Pairing Strategies.
 
Investment manager panel discussion:
“How are ETFs and leveraged ETFs best utilized in your respective strategies?”
Morris Glasgow, CFP, ChFC, Glasgow Capital Management
Aradhana Kejriwal, CFA, GV Financial Advisors
Tommy Lackey, CMT, CFP, Barber Lackey Financial Group, LLC
Mitchell Reiner, CFP, CIMA, Capital Investment Advisors
Moderated by Bryan Lassiter, CFA, Globalt Investments
 

Future Meetings

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

 

December 03, 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 ►