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  Add to Calendar

    103 West 103 West Paces Ferry Rd
    Atlanta, GA 30305  Directions


    $15.00 Member Fee

    $35.00 Guest Fee

    $20.00 ASFIP Member Namebadge

    During the past 20 years, the investment management culture has changed. Asset gathering is the primary goal for many and benchmark/peer risk is viewed to be more important than capital risk: a fool's errand indeed. This has not served investors well and will eventually result in permanent damage to the investment management business. The corrective action is to reassume fiduciary responsibilities and focus on fundamental research and security analysis.

    There is no substitute for simply doing the work necessary to analyze a company‘s business, financials, management effectiveness, and to determine the value of the stock. Investors and investment managers who adhere to these principles will be rewarded handsomely.

    Mr. Speece is a founder of the investment management firm Speece Thorson Capital Group, Inc. in Minneapolis. He is past chair of the Board of Governors of CFA Institute, the Board of Trustees of the Research Foundation of CFA Institute, the Institute of Chartered Financial Analysts, and the Financial Analysts Seminar. CFA Institute awarded Mr. Speece with the Alfred

    C. Morley Distinguished Service Award and the C. Stewart Sheppard Leadership Award. The CFA Institute Research Foundation inducted him into the Leadership Circle. Mr. Speece was an adjunct faculty member in the Graduate School of Business at the University of St. Thomas and the University of Minnesota. He holds a BBA from Ohio University and an MBA from Western Michigan University.

    Future Events

    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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    Annual Volunteer Appreciation & Recruitment Cocktail Social

    August 22, 2018
    5:30 PM to 7:30 PM

    Gordon Biersch
    3242 Peachtree Road NE
    Atlanta, GA 30305

    Join us & bring a friend or colleague!

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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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    Annual Conferment Dinner, Featuring Heather Brilliant, CFA

    November 07, 2018
    5:30 PM to 8:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    Join us to recognize our new charterholders

    Read More