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

    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  Add to Calendar

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


    $35.00 Guest Fee

    $0.00 Member Fee

    $20.00 ASFIP Member Namebadge

    First 50 registrants will receive a copy of John's book, compliments of ASFIP.  

    “Global financial reform is one of the most important stewardship undertakings going on in the world today. This reform is needed and, if successful, can be a model for stewardship undertakings in other areas of society as well.” - John G. Taft

    After the crisis of 2008, the social contract between the financial industry and everyone else was badly broken — perhaps, it seemed, irrevocably. Since then, banks have paid out billion-dollar settlements and Congress has passed some new laws, but a deeper rapprochement is still missing. In A Force for Good, John Taft has gathered some of the greatest financial minds of our time to explore how Wall Street can harness the same creative energy that invented credit default swaps and channel it towards the public good — in the form of a stable retirement system, investment strategies that protect the environment and reward responsible corporate behavior, and a financial industry with a culture of ethics, integrity and client focus. These perspectives, from a who’s who of leaders in the field, offer a blueprint for a new kind of responsible finance that secures the future for everyone. Contributors to the book include Robert Shiller, Charles Ellis, Sheila Bair, John Bogle, Mary Schapiro, Judd Gregg, Barbara Novick and David Blood.

    John G. Taft is CEO of RBC Wealth Management-U.S., one of the largest full-service investment, advisory, and wealth management firms in the United States. John is a former chairman of the Securities Industry and Financial Markets Association (SIFMA), a current member of the CFA Institute’s Future of Finance Advisory Council, and has served a wide range of not-for-profit and public service organizations. Prior to his finance career, John was assistant to the mayor of the city of St. Paul, Minnesota, and a journalist. He is a direct descendant of U.S. President William Howard Taft and Senator Robert A. Taft.  More info available at

    Dr. Ashvin P. Vibhakar, CFA, has been Senior Advisor of the Future of Finance initiative since September 2012. The Future of Finance initiative is a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society. The initiative aims to provide the tools to motivate and empower the world of finance to commit to fairness, improved understanding, and personal integrity. 

    Dr. Vibhakar joined CFA Institute in 2007 as managing director, Asia-Pacific Operations. He was based in Hong Kong and was responsible for developing and implementing various operating strategies in the Asia Pacific region, including society relations, employer and university outreach, candidate recruitment and support, and member services.

    Previously, Dr. Vibhakar was director of the Institute for Economic Advancement in the College of Business Administration at the University of Arkansas at Little Rock (UALR). His distinguished career included numerous academic roles, including dean of the College of Business Administration at UALR. He has held several board positions.

    To assume his position working with CFA Institute, Dr. Vibhakar resigned from his role as an elected member of the Board of Governors of CFA Institute, a role in which he also served on committees for Audit and Risk and External Relations and Volunteer Involvement. He also served in a number of other volunteer capacities for CFA Institute, including as a grader of CFA examinations for 11 years. 

    Dr. Vibhakar received his PhD in finance from the University of Arkansas at Fayetteville, his MBA from Central Missouri State University, and his Bachelor of Electrical Engineering from M.S. University of Baroda, India.

    Future Events

    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

    1hr of PD Credit

    Read More

    SEHFA Annual Investment BBQ

    July 19, 2018
    5:30 PM to 8:00 PM

    Magnolia Hall at Piedmont Park
    1320 Monroe Drive NE
    Atlanta, GA 30306

    Join us for this special event!

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    Applying Data Science to Investment Management with the R Programming Language

    September 19, 2018
    11:30 AM to 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr PD Credit

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