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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!

Past Meetings

Virtual Series | Global Monetary Policy Outlook for 2016, Featuring Steven Malin

 

December 15, 2015

 

12:00 PM to 1:00 PM

 

Conference call details will be sent in advance

1hr PD Credit

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Insights on Real Estate from an Atlanta REIT CEO, Donald A. Miller, CFA

 

December 09, 2015

 

11:30 AM to 1:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305
http://www.buckheadrestaurants.com/103-west/

1hr PD Credit, 1hr CFP Credit Approved & 1hr IMCA Credit Approved

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ASFIP & SEHFA Holiday Party

 

December 02, 2015

 

5:30 PM to 8:30 PM

 

SweetWater Brewing Company
195 Ottley Drive
Atlanta, GA 30324

Join us for festivities and fun!

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Career Series | Today, Your First Impression for Prospects May Happen Online! What Are You Saying?, Featuring Chris Lybeer

 

November 18, 2015

 

11:30 AM to 1:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305
http://www.buckheadrestaurants.com/103-west/

1hr PD Credit

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Future of Finance: Putting Investors First Series | Building the Investment Management Profession, Featuring Paul Smith, CFA President and CEO CFA Institute | A Breakfast Meeting

 

November 09, 2015

 

7:30 AM to 9:00 AM

 

The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326

1hr PD Credit

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Annual Conferment Dinner

 

November 05, 2015

 

5:30 PM to 8:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

Featuring, Beth Hamilton-Keen, CFA, Director of Investment Counselling at Mawer Investment Management Ltd and Chair, CFA Institute Board of Governors

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Career Series | Strength Workshop in Financial Services, Featuring Maureen Corcoran

 

October 28, 2015

 

3:00 PM to 7:00 PM

 

Maggiano's - Buckhead
3368 Peachtree Rd NE
Atlanta , GA 30326

2hrs PD Credit

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It's Back to the Future for Fixed Income | Featuring, Kathleen Gaffney, CFA

 

October 14, 2015

 

11:30 AM to 1:00 PM

 

The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326

1hr PD Credit & 1hr CFP Credit Approved

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The Emerging Markets Fixed Income Environment | EM Debt: A Falling Knife or Ripe Opportunity? | Featuring, Samy Muaddi, CFA

 

October 07, 2015

 

11:30 AM to 1:00 PM

 

The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326

1hr PD Credit & 1hr CFP Credit Approved

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Understanding ETF Creation and Trading: Evaluating Market Impact to Clients, Featuring James Maund

 

September 30, 2015

 

11:30 AM to 1:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

1hr PD Credit

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Home Depot Strategic Business Update | A Breakfast Meeting, Featuring Carol Tome, CFO, Home Depot

 

September 24, 2015

 

7:30 AM to 9:00 AM

 

Home Depot Headquarters
2455 Paces Ferry Rd
Atlanta, GA 30339

1hr PD Credit

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Managing Investments in China | The Potential of the Tiger, Featuring Junh Li

 

September 16, 2015

 

5:30 PM to 8:00 PM

 

The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326

1hr PD Credit

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Power of Women in Finance and Investments, Featuring Junh Li

 

September 16, 2015

 

12:00 PM to 2:00 PM

 

Commerce Club
191 Peachtree Rd
Atlanta, GA 30342

1hr PD Credit

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BlackRock Perspectives on Addressing Fixed Income Market Liquidity

 

August 27, 2015

 

12:00 PM to 1:00 PM

 

Live presentation on 08/27 at noon. Once registered you will receive a presentation and dial in instructions.
ASFIP Member Exclusive

Featuring Kashif Riaz

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Volunteer Appreciation | Society Networking Event

 

August 26, 2015

 

5:30 PM to 8:00 PM

 

Gordon Biersch
3242 Peachtree Road NE
Atlanta, GA 30305

Join Us!

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SEHFA's 14th Annual Southeast Alternative Investment BBQ

 

July 16, 2015

 

5:30 PM to 9:00 PM

 

Magnolia Hall at Piedmont Park
1320 Monroe Drive NE
Atlanta, GA 30306
http://www.piedmontpark.org/visit/directions.html

Join us for this join Event with SEHFA

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ASFIP Annual Meeting

 

June 10, 2015

 

5:30 PM to 8:00 PM

 

The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326

Featuring Amity Shlaes

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CFA Exam After Party

 

June 06, 2015

 

5:30 PM to 7:30 PM

 

STATS | The End Zone Room
300 Marietta St NW
Atlanta , GA 30313
http://statsatl.com/our-food/

Join us for celebratory occasion!

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A Paradigm Shift in India under Modi: Growing Investment Opportunities

 

May 21, 2015

 

5:30 PM to 8:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

Ambassador Neelam Deo and Dr. Vinay Nair, Visiting Professor at Wharton

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Future of Finance: Putting Investors First Series | Helping Investors Achieve Better Results by Understanding and Overcoming Bias

 

May 19, 2015

 

12:00 PM to 1:30 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305
http://www.buckheadrestaurants.com/103-west/

Featuring, Donald G. Bennyhoff, Senior Investment Analyst for Vanguard Investment Strategy Group

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Future of Finance: Putting Investors First Series | A Force for Good: How Enlightened Finance Can Restore Faith in Capitalism | A Fireside Chat

 

May 13, 2015

 

11:00 AM to 1:00 PM

 

The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326

Featuring John Taft, CEO of RBC Wealth Management-U.S. & Ashvin Vibhakar, CFA Senior Advisor/Executive Sponsor Future of Finance Project

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Smart Beta, More for Less | Enhancing the Index Industry by Extracting Better Global Risk/Return Utilizing Multi-factor Research

 

April 28, 2015

 

12:00 PM to 2:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305
http://www.buckheadrestaurants.com/103-west/

Featuring Dr. Eric Shirbini - EDHEC-Risk Institute

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CFA Research Challenge Americas Regional & Global Final

 

April 16, 2015

 

8:00 AM to 9:00 PM

 

LOEWS ATLANTA HOTEL
1065 Peachtree Street NE
Atlanta, GA 30309
http://www.loewshotels.com/atlanta-hotel/

Get Involved at the local level! Learn how to become a student participant, an event volunteer, a corporate sponsor, or even the industry focus of the competition itself.

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Rearranging GDP: How Government Policies Affect Energy Prices

 

April 01, 2015

 

12:00 PM to 2:00 PM

 

The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326

Featuring, Tom Landstreet, Founder of Standard Research

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Southern Company: The Past, Present & Future

 

March 25, 2015

 

12:00 PM to 2:00 PM

 

Commerce Club
191 Peachtree St NE - 49th Floor
Atlanta, GA 30303

Featuring, Ron Hinson, EVP, CFO, and Treasurer, Georgia Power

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Career Networking Event | Spring Series

 

March 19, 2015

 

12:00 PM to 2:00 PM

 

Vino Venue
4478 Chamblee Dunwoody Road
Atlanta, GA 30338
http://vino-venue.com/

Join us for our next networking event!

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Future of Finance: Putting Investors First Series | Featuring Charley Ellis

 

March 11, 2015

 

12:00 PM to 2:00 PM

 

The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326

Join us for this special Event!

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Individual Security Analysis For Macro Market Insights

 

March 03, 2015

 

12:00 PM to 2:00 PM

 

The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326

Featuring, Rafael Resendes, Managing Director at Toreador Research and Trading, and Co-founder of The Applied Finance Group

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ASFIP Southern Classic | Investment Research Challenge

 

February 21, 2015

 

9:00 AM to 3:00 PM

 

GSU - Alpharetta Center
3775 Brookside Parkway
Alpharetta , GA 30022

Join us for this special event!

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Joint Meeting with MTA | The 60/40 Portfolio is Dead: How Machine Learning Can Drive a Better Dynamic Portfolio

 

February 18, 2015

 

5:30 PM to 8:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305
http://www.buckheadrestaurants.com/103-west/

Featuring Tucker Balch, Ph.D, | CTO of Lucena Research, Inc. & Professor of Interactive Computing at Georgia Institute of Technology

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Retirement Revolution - Engaging Clients In A New Discussion

 

February 11, 2015

 

5:30 PM to 8:00 PM

 

Maggiano's - Buckhead
3368 Peachtree Rd NE
Atlanta , GA 30326
http://www.maggianos.com/en/buckhead_atlanta_ga/pages/locationlanding.aspx

Featuring, Cathy Allen & Nancy Bearg

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11th Annual Forecasting Event | 2015: The Fed Steps Away, Discussing the Impact on Fixed Income, Equity and Volatility

 

January 21, 2015

 

5:30 PM to 8:30 PM

 

Georgia Aquarium | Oceans Ballroom
225 Baker Street
Atlanta, GA 30313
http://www.georgiaaquarium.org/

We will have a world class panel to give investment insights for the New Year:

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