Upcoming Meetings

    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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    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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    Walk-up Policy Reminder

    We welcome people to come to our programs even if they did not make a reservation. We know people have changes to their schedules and may have to miss a meeting for which they signed up. We will observe the following time-line for meetings:

    Official start of the meeting - Your name tag will be printed. We will have as many name tags as we have seats. Come get your name tag when you arrive.

    Fifteen minutes after the official start time - Open seating begins. If you are present and seats are available, they will be given out. A reservation not used by that time becomes an open seat.

    If you have comments or suggestions, please e-mail the Program Committee Chair.

    Economic and Investment Implications of Global Demographics

    May 30, 2012
    12:00 PM to 2:00 PM
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    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326
     Directions

    Tickets

    $10.00 Member Fee

    $35.00 Guest Fee

    Demographics: The approaching major turning point in the history of the human race. 

    Conventional demographics hold that the world's population will hit 10 billion by 2100 and then stabilize.

    Others say world population will stabilize around 2050 and at a much lower levels. From a replacement birthrate perspective, the population may stabilize by early in the next decade. But population growth might continue until 2050, driven by the increased longevity. Under this scenario, population growth would result from increased health and longevity and not from reproduction and fertility.

    Each scenario has important implications for world economic growth and country economic growth for the remainder of this century. Demographics and population dynamics have come to the forefront in recent years as companies and policy makers analyze the shifting economic and power implications of rapidly aging but increasingly physically healthy societies.

    Most aging societies will respond by extending the age of retirement to 70 or 75.  And many of us will be both healthy and working at the age of seventy.

     Join us on Wednesday, May 30th at noon at The Buckhead Club as our speaker, Dick Hokenson, ISI Group's Managing Director of Global Demographics, discusses demographics.

    At ISI Group, he is responsible for analysis and forecasting of global demographic trends and their associated economic and investment implications.

    Prior to joining ISI, he had founded Hokenson & Company as an independent consulting company in May 2002. Before that, Mr. Hokenson was the Director of the Global Demographics Project at Credit Suisse First Boston. Prior to joining CSFB in the November 2000 merger, Mr. Hokenson was the Chief Economist at Donaldson, Lufkin & Jenrette where, since 1978, he pioneered the application of demographics to economic and financial market forecasting.


    Dick Hokenson joined ISI Group as Managing Director of Global Demographics on February 1, 2012. He is responsible for analysis and forecasting of global demographic trends and their associated economic and investment implications.  Prior to joining ISI, he had founded Hokenson & Company as an independent consulting company in May 2002.  Before that, Mr. Hokenson was the Director of the Global Demographics Project at Credit Suisse First Boston. Prior to joining CSFB in the November 2000 merger, Mr. Hokenson was the Chief Economist at Donaldson, Lufkin & Jenrette where, since 1978, he pioneered the application of demographics to economic and financial market forecasting.  Before DLJ, Mr. Hokenson served as senior economist at Merrill Lynch Economics from 1976 to 1977 and before that held the same position at Data Resources Inc. from 1973 to 1976.

    Mr. Hokenson is a member of the International Union of Social Science Professionals (IUSSP) and a trustee of the Population Reference Bureau (PRB).   Mr. Hokenson is a member of the Executive Committee ofPRBand chairs the Investment Committee.  He is also a member of the Society of Labor Economists, the Population Association of America and the American Economic Association.  Mr. Hokenson is also a member of the Chartered Financial Analyst (CFA) Institute Approved Speaker List.

    He holds an undergraduate degree in economics with honors from the University of California at Berkley and an M.A. in Economics from the University of Michigan.  Mr. Hokenson did his Ph.D. research at New York University.  Besides material published by Hokenson & Company, DLJ and CSFB, his written works include “Demographic Trends and the Impact on Municipal Finance” published in the Municipal Finance Journal (Winter 1994), “The Demographics of Global Investing” published in The Global Guide to Investing (Financial Times Press, September 1995) and “Migrant Labor” published in The China Economic Quarterly (September 2005).

    Future Meetings

    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

    Read More

    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

    Read More

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

    May 19, 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, Donald G. Bennyhoff, Senior Investment Analyst for Vanguard Investment Strategy Group

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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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    CFA Exam After Party

    June 06, 2015
    5:30 PM to 8:00 PM

    STATS | Fight Room & Roof Top Patio
    300 Marietta St NW
    Atlanta , GA 30313
    http://statsatl.com/our-food/

    Join us for celebratory occasion!

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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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    SEHFA's 14th Annual Southeast Alternative Investment BBQ

    July 19, 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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    Power of Women in Finance and Investments

    September 16, 2015
    12:00 PM to 2:00 PM

    Commerce Club
    191 Peachtree Rd
    Atlanta, GA 30342

    Join us for this Special Event! Featuring Junh Li

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    Managing Investments in China | The Potential of the Tiger

    September 16, 2015
    5:30 PM to 8:00 PM

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

    Featuring Junh Li

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    Home Depot Strategic Business Update | A Breakfast Meeting

    September 24, 2015
    7:30 AM to 9:00 AM

    Home Depot Headquarters
    2455 Paces Ferry Rd
    Atlanta, GA 30339

    Featuring Carol Tome, CFO, Home Depot

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    Understanding ETF creation and trading: Evaluating market impact to clients

    September 30, 2015
    12:00 PM to 2:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    Featuring James Maund, Vice President Institutional ETF Group, State Street Global Advisors

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    The Emerging Markets Fixed Income Environment | EM Debt: A Falling knife or Ripe Opportunity?

    October 07, 2015
    12:00 PM to 2:00 PM

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

    Featuring, Samy Muaddi, CFA

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    It's Back to the Future for Fixed Income

    October 14, 2015
    12:00 PM to 2:00 PM

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

    Featuring, Kathleen Gaffney, CFA

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    Career Building: Strength Workshop in Financial Services

    October 28, 2015
    2:00 PM to 6:00 PM

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

    Featuring, Maureen Corcoran

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    Annual Conferment Dinner

    November 04, 2015
    5:30 PM to 8:30 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 Vice-Chair, CFA Institute Board of Governors

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    Future of Finance: Putting Investors First Series | Insights from CFA Leadership

    November 09, 2015
    12:00 PM to 2:00 PM

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

    Featuring Paul Smith, CFA President and CEO CFA Institute

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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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    Insights on Real Estate from an Atlanta REIT CEO

    December 09, 2015
    12:00 PM to 2:00 PM

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

    Donald A. Miller, CFA, President & Chief Executive Officer, Piedmont Office Realty Trust

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