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 | Building the Investment Management Profession, Featuring Paul Smith, CFA President and CEO CFA Institute | A Breakfast Meeting

    November 09, 2015 7:30 AM to 9:00 AM  Add to Calendar

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

    Tickets

    $0.00 Member Fee

    $0.00 Guest Fee

    $20.00 ASFIP Member Namebadge

    Paul Smith leads CFA Institute and its more than 127,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession.

    He has been president and CEO since January 2015.

    He joined CFA Institute in 2012 as managing director for Asia Pacific, overseeing its expansion into China and India. He later assumed the leadership of its Institutional Partnerships division, which is responsible for engagement with key firms, groups, and associations in the global investment industry. He continues to lead these two key areas in the organization.

    Mr. Smith has extensive leadership experience in the investment management industry, having held a variety of positions in major financial centers over 30 years. He started his career in asset management at Ermitage International, an alternative funds management company, progressively taking up roles of increasing responsibility across Europe (London, Paris, and Dublin) over 11 years — the last seven as the firm’s CEO.

    He moved to Asia in 1996, just as the region began to take off, to join Bank of Bermuda in Hong Kong as Asia head of securities services. In 2001, he was promoted to global head of funds services. After HSBC’s acquisition of the bank in 2004, he served as HSBC’s global head of alternative funds administration working in Hong Kong and New York, where he was responsible for the delivery of services to 2,000 investment funds with over US$250 billion of assets.

    Mr. Smith has also pursued entrepreneurial roles, most recently as founder and CEO of the Hong Kong-based hedge fund investment management firm Asia Alternative Asset Partners for six years prior to joining CFA Institute. Asian Investor magazine named him one of the 25 Most Influential People in Asian Hedge Funds.

    With over 18 years of experience in Asia, Mr. Smith is active in the region’s investment community as an Executive Committee member of the Alternative Investment Management Association in Hong Kong. He has also served on the board of a number of Asia-based funds over the years.

    Aside from being a CFA charterholder, he is also a fellow of the Institute of Chartered Accountants of England and Wales, and worked as an auditor at Pricewaterhouse in London for four years early in his career.

    He holds a master’s degree in history from Oxford University. 

    Future Events

    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!

    Read More

    Big Data & Artificial Intelligence, Featuring Sam Shapiro

    December 12, 2017
    11:30 AM to 1:00 PM

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

    1hr of PD Credit

    Read More

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

    January 17, 2018
    11:30 AM to 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    Join us for this special event!

    Read More

    14th Annual Forecast Event, Featuring Ben Inker, CFA

    February 06, 2018
    5:30 PM to 8:30 PM

    SunTrust Park | Infiniti Club
    755 Battery Avenue
    Atlanta, GA 30339

    1hr of PD Credit

    Read More

    Asset Owners Series

    March 14, 2018
    11:30 AM to 2:00 PM

    Invesco
    Two Peachtree Pointe - 1555 Peachtree Street, Suite 1800
    Atanta , GA 30309

    2hrs of PD Credit

    Read More

    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

    Read More

    Annual Future of Finance Conference

    April 26, 2018
    7:00 AM to 1:00 PM

    Grand Hyatt Atlanta in Buckhead
    3300 Peachtree Road NE
    Atlanta, GA 30305

    Join us for this special event!

    Read More

    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