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!

Past Meetings

ASFIP & SEHFA Holiday Party

 

December 08, 2016

 

5:30 PM to 8:30 PM

 

5 Seasons Brewing
The Prado 5600 Roswell Road
Sandy Springs, GA 30342

Join us for the festivities! Bring a friend or colleague!

View Details ►

 

 

So You Want to Be a CFA Charterholder?

 

November 16, 2016

 

5:30 PM to 8:00 PM

 

Atlanta Tech Village
3423 Piedmont Road NE - 1st Floor
Atlanta, GA 30305

Attention: Candidates, Students & Professionals

View Details ►

 

 

Annual Conferment Dinner 2016, Featuring John L. Bowman, CFA Managing Director, Americas at CFA Institute

 

November 09, 2016

 

5:30 PM to 8:30 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

Join us for this special event!

View Details ►

 

 

Diversity in Investing or Investing in Diversity? Addressing Gender Folklore and Motivations, Featuring Suzanne Duncan, Senior Vice President Global Head of Research, Center for Applied Research

 

October 26, 2016

 

11:30 AM to 1:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

1hr PD Credit

View Details ►

 

 

Career Series | An Insider’s Perspective on Career Progression, A Recruiters Panel Discussion

 

October 12, 2016

 

11:30 AM to 1:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

Join us and bring a colleague!

View Details ►

 

 

Robots and the Future of Investment Advice, Featuring Mike DiJoseph of Vanguard, Bryan Perryman of Jemstep and Katharine Wolf of FutureAdvisor

 

September 28, 2016

 

5:30 PM to 8:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

1hr PD Credit & 1hr IMCA Approved

View Details ►

 

 

CFA Study Group Kickoff: Meet & Greet

 

September 23, 2016

 

5:30 PM to 8:00 PM

 

Gordon Biersch
3242 Peachtree Road NE
Atlanta, GA 30305

Partner with your fellow candidates for increased success!

View Details ►

 

 

Technology Sector | Public and Private Investment Panel Discussion, Featuring Catherine Wood, CEO, CIO, Ark Innovation Funds, Todd Sherer, CIO, Emory Research Ventures, Harold Solomon, President, Georgia Tech Venture Labs and Alan Taetle, NMP

 

September 14, 2016

 

5:30 PM to 8:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

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

View Details ►

 

 

Volunteer Appreciation & Recruitment Cocktail Social

 

August 25, 2016

 

5:30 PM to 8:30 PM

 

Gordon Biersch
3242 Peachtree Road NE
Atlanta, GA 30305

Join us and bring a colleague!

View Details ►

 

 

SEHFA's 15th Annual Southeast Alternative Investment BBQ

 

July 14, 2016

 

5:30 PM to 8:00 PM

 

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

Join us for this special event!

View Details ►

 

 

What it Takes to Win on Wall Street: An Evening with Carla Harris

 

June 21, 2016

 

5:00 PM to 7:00 PM

 

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

1hr PD Credit

View Details ►

 

 

Annual Meeting, Featuring Tony Crescenzi

 

June 08, 2016

 

6:00 PM to 8:00 PM

 

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

1hr PD Credit

View Details ►

 

 

Virtual Series | DOL Fiduciary Rule and Putting Investors First

 

May 25, 2016

 

4:00 PM to 5:00 PM

 

Conference Call

Featuring Rich Lynch

View Details ►

 

 

Future of Finance | Atlanta

 

May 18, 2016

 

8:00 AM to 1:00 PM

 

Hyatt Regency Atlanta | International Ballroom
265 Peachtree St. NE
Atlanta, GA 30303

Join us for this special half day event!

View Details ►

 

 

Career Series | Networking Social

 

May 10, 2016

 

5:30 PM to 7:30 PM

 

WHISKEY BLUE
3377 Peachtree Rd NE
Atlanta, GA 30326

21 & Over | Dress to Impress

View Details ►

 

 

Doing Good While Doing Well: Impact Investing for a Sustainable Tomorrow, Featuring Meredith Block, MPA

 

May 04, 2016

 

11:30 AM to 1:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

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

View Details ►

 

 

ASFIP Volunteer Day

 

April 28, 2016

 

8:00 AM to 2:30 PM

 

JA Finance Park
280 Northside Drive
Atlanta, GA 30314

Join us for this special event!

View Details ►

 

 

Economic Outlook, Featuring Paul Ashworth

 

April 20, 2016

 

11:30 AM to 1:00 PM

 

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

1hr PD Credit

View Details ►

 

 

Global Markets and Investor Flows: Risks and Opportunities, Featuring Samarjit Shankar

 

March 30, 2016

 

11:30 AM to 1:00 PM

 

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

1hr PD Credit

View Details ►

 

 

How Exposed Are You To The Emerging Markets?, Featuring Greg Johnsen

 

March 23, 2016

 

11:30 AM to 1:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

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

View Details ►

 

 

Joint Meeting with SEHFA | Cyber Security – Are You Prepared?, Featuring David Chaves, FBI

 

March 16, 2016

 

5:30 PM to 8:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

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

View Details ►

 

 

Stupid, Lazy and Rich: Applying Behavioral Finance for Fun and Profit, Featuring Dr. Daniel Crosby

 

February 24, 2016

 

11:30 AM to 1:00 PM

 

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

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

View Details ►

 

 

ASFIP Southern Classic | Investment Research Challenge

 

February 20, 2016

 

9:00 AM to 3:00 PM

 

GSU - Alpharetta Center
3775 Brookside Parkway
Alpharetta , GA 30022

Join us to watch the teams compete for the RidgeWorth Cup

View Details ►

 

 

Global Infrastructure Market Update, Featuring Francis X. Greywitt

 

February 18, 2016

 

11:30 AM to 1:00 PM

 

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

1hr PD Credit & 1hr CFP Credit Approved

View Details ►

 

 

12th Annual Forecasting Event | What Investors Need To Know About Geopolitics in 2016, Featuring Willis Sparks

 

February 10, 2016

 

5:30 PM to 8:30 PM

 

Grand Hyatt Atlanta in Buckhead
3300 Peachtree Road NE
Atlanta, GA 30305

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

View Details ►

 

 

Virtual Series | Oil and Energy Outlook for 2016

 

February 08, 2016

 

12:00 PM to 1:00 PM

 

Conference Call
(844) 328-4300
Conference ID # 39294667,

Featuring Michael Tran

View Details ►

 

 

Virtual Series | FX Outlook for 2016

 

February 04, 2016

 

12:00 PM to 1:00 PM

 

Conference Call
(844) 328-4300
Conference ID 36277183,

Featuring Sebastien Galy, PhD, Senior Currency Strategist at Deutsche Bank

View Details ►

 

 

Wine Pairing Benefit | All Proceeds to Benefit ASFIP Foundation

 

January 31, 2016

 

5:30 PM to 9:00 PM

 

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

Join us for this special event!

View Details ►

 

 

Virtual Series | Global Fixed Income Outlook for 2016: Spreads and Curves

 

January 28, 2016

 

11:00 AM to 12:00 PM

 

Conference Call
(844) 328-4300
Conference ID 34826244,

Featuring Christine Hurtsellers, CFA

View Details ►

 

 

Virtual Series | Global Equity Markets Outlook for 2016

 

January 26, 2016

 

12:00 PM to 1:00 PM

 

Conference Call

Featuring Timothy C. Murray, CFA & Kurt A. Umbarger, CFA

View Details ►