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

    March 11, 2015 12:00 PM to 2:00 PM  Add to Calendar

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

    Tickets

    $15.00 Member Fee

    $35.00 Guest Fee

    $20.00 ASFIP Member Namebadge

    Charles D. Ellis serves as a consultant on investing to large institutional investors, government organizations, and wealthy families.

    His professional career centered on three decades with Greenwich Associates, the international strategy consulting firm he founded in 1972.  Recognized worldwide for the proprietary research which informs its consulting, the firm grew in the 30 years he was Managing Partner to serve the leading firms in over 130 professional financial markets around the world.  Services to the investment profession include:  Chair and two terms as governor of the profession’s CFA Institute and an associate editor of both The Journal of Portfolio Management and the Financial Analysts Journal.  He is one of only 12 individuals honored for lifetime contributions to the investment profession.

    Mr. Ellis chairs the Whitehead Institute for Biomedical Research, where he also chairs the investment committee. A director of the Vanguard group of mutual funds and several business ventures. He has previously served as a successor trustee of Yale University, where he chaired the investment committee. Trustee of the Robert Wood Johnson Foundation, where he chairs the finance committee. As trustee of Phillips Exeter Academy and Eagle Hill School, and as an Overseer of the Stern Schools of Business at New York University.  He has also served on the Visiting Committee and as a member of the Board of Directors of the Associates of the Harvard Business School, where he received the Alumni Achievement Award.

    The author of 16 books, including Falling Short (Oxford), What It Takes (John Wiley), The Partnership: The Making of Goldman Sachs (Penguin), Joe Wilson and the Creation of Xerox, CAPITAL, and Winning the Loser’s Game (McGraw-Hill), and with Burt Malkiel, Elements of Investing (all John Wiley & Sons), Mr. Ellis has written over 100 articles for business and professional journals.  His article “The Loser’s Game” won the investment profession’s Graham & Dodd award.  Joe Wilson was selected as one of the best business books of 2006.

    A graduate of Exeter and Yale College, Ellis earned an MBA (with distinction) at Harvard Business School and a Ph.D. at New York University.  He has taught the advanced course on investment s at Harvard Business School and at Yale School of Management. He is married to his best friend, Linda Koch Lorimer, Yale Vice President for Global and Strategic Initiatives, and they have four children.

    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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