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

    Annual Conferment Dinner, Featuring Heather Brilliant, CFA

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

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

    Tickets

    $35.00 Member Fee

    $20.00 ASFIP Member Namebadge

    Heather Brilliant, CFA, is the Managing Director, Americas at First State Investments.  Heather is responsible for managing the business in the Americas and further expanding First State Investment’s market presence across the region. She is also a member of the firm’s Global Executive Committee.

    Heather has worked in the industry for over 20 years. Prior to joining First State Investments in 2017, she spent 14 years at Morningstar most recently as Chief Executive Officer of Morningstar Australasia. In this role, Heather devised and drove various initiatives based on functional and local market priorities, including the development and implementation of a 10-year strategy to accelerate business growth. Preceding this, she led the equity and corporate credit research teams at Morningstar.

    Previously, Heather spent several years as an equity research analyst for Coghill Capital Management and Driehaus Capital Management. She has covered a variety of sectors, including pharmaceuticals, biotechnology, business services, and retail. She started her finance career at Bank of America as a corporate finance analyst covering the auto industry.

    Heather holds a bachelor’s degree in economics from Northwestern University and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation and is vice chair of the CFA Institute Board of Governors and past chair of the CFA Society of Chicago.

     

    Future Events

    Atlanta Monetary Museum, A Guided Tour

    December 04, 2018
    11:00 AM to 12:00 PM

    Federal Reserve Bank of Atlanta
    1000 Peachtree Street NE
    Atlanta, GA 30309

    Join us for this unique experience!

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    Annual Holiday Party

    December 05, 2018
    5:30 PM to 8:00 PM

    Fado Irish Pub
    273 Buckhead Avenue
    Altanta, GA 30305
    http://www.fadoirishpub.com/atlanta/

    Bring a colleague, friend or significant other

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    The 2020 Edition of the GIPS Standards Lunch and Learn, Featuring Sidney Hardee and Kenneth Robinson

    December 12, 2018
    11:30 AM to 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr of PD Credit

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    BlockChain 2.0 Finance Discussion

    January 23, 2019
    11:30 AM to 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr of PD Credit

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    Annual Forecast Event, Featuring Mark Zandi Chief Economist, Moody's Analytics

    February 07, 2019
    5:30 PM to 8:30 PM

    Cobb Energy Performing Arts Centre
    2800 Cobb Galleria Parkway
    Atlanta, GA 30339

    Join us for our signature event!

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    Women Networking in Finance

    March 07, 2019
    5:30 PM to 7:30 PM

    GA Tech Hotel & Conference Center
    800 Spring St NW
    Atlanta, GA 30308

    Join us for this special event!

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    Soft Skills Series: How to Write Investment Commentary People Will Read, Featuring Susan B. Weiner, CFA

    March 13, 2019
    11:30 AM to 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305

    1hr of PD Credit

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    A Conversation with former Popeyes CEO Cheryl Bachelder

    April 10, 2019
    11:30 AM to 1:00 PM

    103 West
    103 West Paces Ferry Rd
    Atlanta, GA 30305
    http://www.buckheadrestaurants.com/103-west/

    1hr of PD Credit

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    Future of Finance | Private Wealth Series

    April 18, 2019
    12:00 PM to 5:30 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 Daniel J. Fuss, CFA, CIC

    June 05, 2019
    5:30 PM to 8:00 PM

    The Buckhead Club
    3344 Peachtree Rd. NE - 26th Floor
    Atlanta, GA 30326

    1hr of PD Credit

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