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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

    ASFIP Holiday Party

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    Big Data & Artificial Intelligence, Featuring Sam Shapiro

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    The SEC Speaks, featuring Donna Esau, Associate Regional Director for Examinations, SEC’s Atlanta Office

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    14th Annual Forecast Event, Featuring Ben Inker, CFA

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    1hr of PD Credit

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    Asset Owners Series

    March 14, 2018
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    2hrs of PD Credit

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    Lunch with Dr. Raphael Bostic, President, Federal Reserve Bank of Atlanta

    March 28, 2018
    11:30 AM to 1:00 PM

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

    1hr of PD Credit & 1hr CFP Credit Approved

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    Annual Future of Finance Conference

    April 26, 2018
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    Atlanta, GA 30305

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    Annual Meeting, Featuring W. Ben Hunt, PhD, Chief Investment Strategist, SALIENT

    June 06, 2018
    5:30 PM to 8:00 PM

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

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