The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate.  Welcome to Atlanta!

    The Mission: Stewardship & Long-Term Active Investing, Featuring Fred Speece, Jr, CFA

    September 20, 2017
    11:30 AM to 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr PD Credit & 1hr CFP Credit Approved

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    An Afternoon with America’s Top Female Portfolio Managers

    October 03, 2017
    4:00 PM to 7:00 PM

    Voya Investment Management
    5780 Powers Ferry Rd NW
    Atlanta , GA 30327

    1hr of PD Credit & 1hr CFP Credit Pending

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    Putting Investors First | The Future of Finance

    May 19, 2014 5:30 PM to 8:00 PM  Add to Calendar

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

    Tickets

    $0.00 Member Fee

    $0.00 Guest Fee

    "The Atlanta Society of Finance & Investment Professionals in conjunction with Governor Deal's Office" declares May 19th Putting Investors First Day in GA. This is a CFAI initiative to draw attention to the CFAI’s Investor Bill of Rights and to commemorate the importance of the investment professional community putting their client’s, the investors, first. We celebrate this important day with a special event with John Sours from the Governor’s Office of Consumer Protection and Tom Robinson who will update us on the CFAI’s Future of Finance Project. 

    Mr. Sours was appointed Administrator of the Georgia Governor’s Office of Consumer Protection in January, 2011. As Administrator, he is vested with the authority to monitor, investigate and assess penalties against businesses for unfair and deceptive consumer transactions.

    Mr. Sours is a graduate of the College of William and Mary (A.B., Government and Economics), where he was a President’s Aide and Editor in-Chief of the student newspaper; and graduated with honors from its Marshall-Wythe School of Law where he was a member of the Law Review and a Lord Botetourt Scholar. He later received an L.L.M. from Georgetown University, and is a member of the Virginia and Georgia Bars.

    He practiced law in the Atlanta area beginning in 1973, founding his own firm in 1979 with two colleagues; specialized in counseling, negotiation, litigation and alternative dispute resolution in the areas of construction, government contract, commercial real estate, and labor and employment law, serving as an advocate, arbitrator and mediator. He was selected for ten consecutive years as a “Georgia Superlawyer" by Atlanta Magazine; his biography appears in "Who's Who in America," "Who's Who in American Law" and "Who's Who in American Politics."

    Mr. Sours has been an Adjunct Professor in dispute resolution and construction law in the School of Architecture, Civil Engineering Technology and Construction at Southern Polytechnic State University, and for twenty years was an Adjunct Professor in the Building Construction Department at the Georgia.


    The Future of Finance initiative is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. Guided by an advisory council of global thought leaders and incorporating input from society leaders, members, and others, the initiative provides tools, research, and resources for motivating and empowering the world of finance at the local, regional, and global level to promote fairness, improved understanding, and personal integrity.

    In partnership with CFA Societies we can amplify our mission to uphold the highest standards of ethics, education, and excellence. The Future of Finance initiative is a platform by which we can engage members and local communities in our shared commitment to restore trust and confidence in the financial services industry.  Click her for further details.  


    Previously Dr. Robinson was an associate professor of accounting and director of the Master of Professional Accounting program at the University of Miami. He also was also Managing Director of Robinson, Desmond & Zwerner, a state-registered investment advisory firm.

    Prior to joining the University of Miami, Dr. Robinson practiced public accounting and financial planning for 10 years, primarily with Deloitte & Touche and Pritchett Dlusky & Saxe in Columbus, Ohio. He has also served as a consultant to law firms, accounting firms, professional associations, and governmental agencies in the areas of financial statement analysis and valuation.

    In his academic career Dr. Robinson has won several teaching awards and has published regularly in academic and professional journals such as the Journal of Accounting, Auditing and Finance and the Journal of Financial Planning. He is associate editor of Research in Accounting Regulation and has served on the editorial review board of several professional journals. In addition, Dr. Robinson has authored or co-authored five books, including:

    • Tools and Techniques of Investment Planning
    • Analysis of Equity Investments: Valuation
    • Financial Statement Analysis: A Global Perspective

    Future Events

    The Mission: Stewardship & Long-Term Active Investing, Featuring Fred Speece, Jr, CFA

    September 20, 2017
    11:30 AM to 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr PD Credit & 1hr CFP Credit Approved

    Read More

    Strengthfinders Conference Call

    September 21, 2017
    11:00 AM to 12:00 PM

    Conference Call

    Special Member Benefit

    Read More

    An Afternoon with America’s Top Female Portfolio Managers

    October 03, 2017
    4:00 PM to 7:00 PM

    Voya Investment Management
    5780 Powers Ferry Rd NW
    Atlanta , GA 30327

    1hr of PD Credit & 1hr CFP Credit Pending

    Read More

    Bowling & Networking Fun

    October 18, 2017
    5:30 PM to 8:30 PM

    The Painted Pin
    737 Miami Cir NE
    Atlanta , GA 30324

    Join us for this fun event!

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    An Evening with Dennis Lockhart and Rick Rieder

    November 08, 2017
    5:30 PM to 8:00 PM

    103 West - Downstairs Ballroom
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr of PD Credit & 1hr CFP Credit Approved

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    Annual Conferment Dinner, Featuring Stephen Horan, CFA

    November 14, 2017
    5:30 PM to 8:30 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    Join us for this special event!

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    ASFIP Holiday Party

    December 06, 2017
    5:30 PM to 8:30 PM

    The Ivy Buckhead
    3717 Roswell Rd
    Atlanta, GA 30342

    Bring a friend, colleague or spouse!

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