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

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    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

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    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

    Tickets

    $15.00 Member Fee

    $35.00 Guest Fee

    $20.00 ASFIP Member Namebadge

    Register Now

    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

    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!

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    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!

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    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!

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