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

    Tickets

    $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

    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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    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!

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    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

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    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

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    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!

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    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