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

    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

    13th Annual Forecasting Event, Featuring Jim Paulsen, PhD

    January 17, 2017 5:30 PM to 8:30 PM  Add to Calendar

    Porsche Experience Center Atlanta One Porsche Drive
    Atlanta, GA 30354
    https://www.porschedriving.com/centers/Atlanta  Directions

    Tickets

    $75.00 Member Fee

    $125.00 Guest Fee

    $20.00 ASFIP Member Namebadge

    Event Video 

    Our Special Guest Speaker

    James W. Paulsen, Ph.D., is the Chief Investment Strategist for Wells Capital Management, Inc., a business of Wells Fargo Asset Management.

    Jim is frequently quoted in many national publications, including Barron’s, Financial Times, and The Wall Street Journal, and appears regularly on CNBC and Bloomberg Television. In 2014, Jim appeared on more than 70 nationally televised business news programs—twice as a special guest host on CNBC’s “SquawkBox”—and was quoted more than 800 times in print publications. BondWeek has twice named him Interest Rate Forecaster of the Year. For more than 30 years, Jim has been a publisher of his own commentary, assessing the economic trends on national and global levels through his newsletter, Economic and Market Perspective, which is distributed to more than 25,000 individuals on a monthly basis. He earned his bachelor’s and doctoral degrees in economics from Iowa State University.

    Agenda

    *All guests entering the Porsche Experience Center (PEC) must present a government-issued photo ID in order to be allowed entry.  Self-park only.  You will be directed to enter at the main entrance (The only way in).    

    4:00 – 5:30 pm | Sponsors and their guests will participate in the Porsche Driving Experience (invitation only) Demo Laps | Drive instructors take your guests on a 'thrill ride' on the handling circuit of the track | Refreshments Served | Carrera Café

    5:30 – 6:45 pm | Registration & Welcome Cocktail Reception | Heritage Classic Museum

    6:45 – 7:00 pm | Seating | Salad Served | Atrium

    7:00 – 7:15 pm | ASFIP Opening Remarks | ASFIP Forecast Survey | Dinner Entrée Served

    7:15 – 7:30 pm | VOYA Brief & Keynote Speaker Introduction

    7:30 – 8:00 pm | Keynote Speaker

    8:00 – 8:30 pm | Q&A and Dessert

    Attire: Business / Business Casual 

    Our Sponsors

     Special Thanks For Their Generous Support

    Diamond

    Platinum

    Gold

     

    Silver

     View Photos

    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!

    Read More

    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

    Read More

    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!

    Read More

    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