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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    An Afternoon with America’s Top Female Portfolio Managers

    October 03, 2017 4:00 PM to 7:00 PM  Add to Calendar

    Voya Investment Management 5780 Powers Ferry Rd NW
    Atlanta , GA 30327  Directions

    Tickets

    $15.00 Member Fee

    $35.00 Guest Fee

    $20.00 ASFIP Member Namebadge

    Register Now

    Per CNBC, only 10% of the 15,000 global portfolio managers tracked by Citywire are women.  For this exciting event, we’re bringing together some of the top ranked female portfolio managers in the US, managing an array of investment strategies and investment professionals.  During this moderated panel discussion, we’ll delve into each investor’s success equation, discuss their approach to constructing high performing teams, and tap into their experience on how best to evolve process and portfolio management skills in the face of continual industry change.  We’ll also spend time discussing the unique perspectives that women bring to investment management teams and how diversity may increase your competitive advantage.  The panel discussion will be followed by a networking cocktail hour, hosted by Voya, and attended by all of our panelists. 

    Source: http://www.cnbc.com/2016/12/06/ranking-americas-top-20-female-portfolio-managers.html 


    Christine Hurtsellers, CFA, Chief Executive Officer, Voya Investment Management

    Christine Hurtsellers is chief executive officer of Voya Investment Management, the asset management business of Voya Financial, which helps Americans plan, invest and protect their savings — to get ready to retire better. In this leadership role, Hurtsellers drives the strategic direction and operational performance of Voya Investment Management, which manages over $200 billion in assets as of June 30, 2016, for both affiliated and external institutions as well as individual investors. The firm, which has a 40-year history, is a top-25 manager of U.S. institutional and defined contribution assets across Equities, Fixed Income and Multi-Asset Strategies and Solutions. Hurtsellers also serves on Voya Financial’s Executive Committee.

    Before becoming CEO in September 2016, Hurtsellers was chief investment officer of Fixed Income at Voya Investment Management. In this role, Hurtsellers led a team of more than 100 investment professionals with over $134 billion in fixed income assets under management as of June 30, 2016. Prior to that, Hurtsellers was head of Structured Finance and also served on a mortgage-backed securities team that was responsible for the highly successful track record of the company’s proprietary mortgage derivatives portfolios. As a member of the Voya Financial Operating Committee, Hurtsellers collaborated on overall business strategy and key corporate-wide initiatives. She is a board member of Pomona Capital and a member of the U.S. Treasury Borrowing Advisory Committee. In 2014, Hurtsellers was named one of Money Management Executive’s top women in asset management.

    Before joining Voya in 2004 as a senior portfolio manager, Hurtsellers developed extensive mortgage portfolio-management experience, most notably at the Federal Home Loan Mortgage Corporation

    (“Freddie Mac”), where she led the agency guaranteed retained portfolio team with $650 billion in assets under management. Prior to that role, Hurtsellers managed mortgage derivatives, adjustable- rate mortgages and collateralized mortgage obligations (CMOs). Prior to Freddie Mac, she was a portfolio manager responsible for securitized assets at Alliance Capital Management, and securitzed and municipal securities at Banc One, and was a client consultant at Pentalpha Capital group.

    Hurtsellers earned a Bachelor of Arts in finance with high honors from Indiana University Kelley School of Business and holds the Chartered Financial Analyst® designation.

    Margaret Vitrano, Managing Director, Portfolio Manager, ClearBridge

    Margaret co-manages the Large Cap Growth and All Cap Growth strategies. Margaret has 20 years of investment industry experience and joined a ClearBridge predecessor organization in 1997.

    From 2006-2009, Margaret served on the firm’s 401(k) Investment Committee, which is responsible for choosing and overseeing investments for the firm’s employee retirement plan. Prior to her role at ClearBridge, Margaret was a Research Analyst for the Consumer Discretionary sector at Citigroup.

    Margaret earned her MBA in Finance from the Wharton School at the University of Pennsylvania and a BA in Public Policy Studies and Art History from Duke University.

    Laurie F. Brignac, CFA, Head of Global Liquidity Portfolio Management, Invesco Fixed Income

    Laurie Brignac is Head of Global Liquidity Portfolio Management for Invesco Fixed Income, and  is responsible for providing senior management oversight of liquidity products in the US, EMEA and Asia Pacificregions.

    Ms. Brignac has been in the investment business since 1989. She joined Invesco in 1992 as a money market trader and was promoted to investment officer in 1994 and senior  portfolio manager in 2002. Her duties have expanded to include all forms of short-term fixed income products, including money market and short-duration products. Ms. Brignac has served as a member of the Tri-Party Repo Infrastructure Reform Task Force and participates in various industry committees both in the US and globally. Prior to joining Invesco, Ms. Brignac was a sales assistant for HSBC Securities Inc. She began her career as a money market trader responsible for managing the Fed position at Premier Bank in Baton Rouge, Louisiana.

    Ms. Brignac earned a BS degree in accounting from Louisiana State University. She is also a CFA charterholder  and holds the Series 7  and 79 registrations. 

    Maria Negrete-Gruson, CFA, Managing Director, Artisan Partners

    Maria Negrete-Gruson, CFA, is a managing director of Artisan Partners and a portfolio manager on the Emerging Markets team. In this role, she is the portfolio manager for the Artisan Emerging Markets Strategy. Prior to joining Artisan Partners in April 2006, Ms. Negrete-Gruson was the portfolio manager for DuPont Capital Management’s emerging markets equity portfolios. Before assuming responsibilities as portfolio manager, she was an international equity analyst at DuPont covering the developed Asia-ex Japan region. Earlier in her career, she was a foreign exchange trader for Banco Ganadero in Bogotá, Colombia. Ms. Negrete-Gruson holds a bachelor’s degree in finance and international relations from Universidad Externado in Colombia and a master’s degree in business administration from Columbia Business School. She is fluent in Spanish and Portuguese.

    Lisa Maria Coleman CFA, Managing Director and Head of Global Investment Grade Corporate Credit

    Lisa Coleman, CFA, managing director, is the head of the Global Investment Grade Corporate Credit team in the Global Fixed Income, Currency & Commodities (GFICC) group. Prior to joining the firm in 2008, Lisa was at Schroders Investment Management for eight years, serving as the head of Global Credit Strategies and the head of European Fixed Income. Previously, she was at Allmerica Financial for six years, managing core and corporate bond portfolios.  Before this, Lisa was Deputy Manager of Global Fixed Income at Brown Brothers Harriman for five years, managing corporate bond, asset-backed security, mortgage-backed security and government bond portfolios.  Prior Brown Brothers Harriman, Lisa worked at Merrill Lynch in foreign exchange sales and at Travelers Insurance Company as an analyst and portfolio manager. Lisa began her career at the Federal Reserve Bank of New York, holding roles in the foreign exchange and foreign relations departments.  Lisa holds a B.A. in economics from Trinity College, Hartford, Connecticut and a M.A. in international banking and finance from the School of International and Public Affairs at Columbia University, New York.  In addition, she is a CFA charterholder and holds the Investment Management Certificate from the UK Society of Investment Professionals.

    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!

    Read More