The CFA Societies Global Passport Program encourages visiting members to attend our local programs at the member rate.  Welcome to Atlanta!

    Asset Owners Series

    March 14, 2018 11:30 AM to 2:00 PM  Add to Calendar

    Invesco Two Peachtree Pointe - 1555 Peachtree Street, Suite 1800
    Atlanta , GA 30309  Directions


    $15.00 Member Fee

    $35.00 Guest Fee

    Special Thanks To Our Sponsor 

    ASFIP Asset Owner Series
    hosted in partnership with CFA Society New York 

    Speakers: Syed Haque, CFA, Director of Public Markets, UPS Investment Group, Kipp Reck, CFA, Director, Southeast Investment Leader, Willis Towers Watson, Jeffrey Hobbs, CFA, Senior Insurance Portfolio Manager, Voya, Tony Daniel, CFA, Senior Vice President / Principal, LCG Associates, Mike Negussie, CFA, Director, Asset Allocation & Investment Risk, Emory Investment Management and Jonathan Glidden, CFA, Managing Director - Pensions, Delta Air Lines, Inc.

    Join ASFIP for a roundtable event that is designed to be of interest to all investment professionals, especially those in the Institutional Investment community. We will have panelists representing institutional Asset Owners (Pension Funds, Endowments, Insurance) and Institutional Consultants discussing relevant topics impacting their individual Funds, their Clients and the industry. Some of the topics will include: 

    • Current trends in Asset Allocation and Risk Management.
    • Investment Policy development/ implementation/ modification.
    • Active Management - current trends with managers, is “Active” still relevant?
    • ESG investing initiatives.
    • Use of Alternative Investments, are you increasing or decreasing allocations? What Alternative areas look attractive?
    • Liability Driven Investing - have you implemented?
    • Factor-Based (or "Smart Beta") Investing - Does it have a place in your Fund (now or in the future)?
    • The impact of Fed "Quantitative Easing" on your Fund.


    This is a sample of the topics up for discussion and debate from our panelists, and you are invited to bring questions to our panelists that relate to your practice area. We look forward to a lively discussion from our panelists on topics relevant to the Investment community.

     View Photos

    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!

    Read More

    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!

    Read More

    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

    Read More

    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