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

    Future of Finance | Private Wealth Series

    April 18, 2019
    12:00 PM - 5:30 PM
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    Grand Hyatt Atlanta in Buckhead 3300 Peachtree Road NE
    Atlanta, GA 30305  Directions

    Tickets

    $0.00 Member Fee | Advanced Registration Required

    $50.00 Guest Fee | Advanced Registration Required


    AGENDA

    11:30 AM:  Registration & Lunch Buffet - Pre-function Area

    PLENARY ONE - GRAND BALLROOM II

    12:10 PM – 12:15 PM:  Welcome from ASFIP Leadership 

    12:15 PM – 12:30 PM: Future of Finance, Bob Dannhauser, Head, Private Wealth Management at CFA Institute 

    12:30 PM – 12:40 PM: VOYA Sponsor Showcase, Brett Cornwell, CFA, Client Portfolio Manager, Fixed Income, Voya

    12:40 PM – 1:40 PM: The Business of Investing – A Conversation with Balentine, Robert Balentine, Chairman, Balentine & Brittain Prigge, President, Balentine 

    1:40 PM – 1:55 PM:  Afternoon Stretch & Mingle              

    BREAKOUT SESSIONS - SELECT ONE

    1:55 PM – 2:45 PM:

    Option 1 - Divorce Economics, Alex Cutler, Partner, Gray Eittreim Martin - Grand Ballroom  III

    or

    Option 2 - Developments in Wealth Transfer and Estate Planning, Blake Melton, Vice President, Financial Strategies at Synovus - Grand Ballroom II

    or 

    Option 3 - ASFIP Foundation Update, Steve Davenport, President, ASFIP Foundation - Cascade Room

    2:45 PM – 3:00 PM: Networking Stretch

    PLENARY TWO - GRAND BALLROOM II

    3:00 PM – 4:00 PM:  Robo Advisor Panel, featuring Jennifer Capouya, Head of Digital Investment Solutions, SunTrust Private Wealth Management, Craig Cintron, CFP, Senior Manager, Institutional Consulting, TD Ameritrade Institutional, Vinod Raman, VP Digital Advice Solutions, Fidelity Investments, Paul Giannini, Director of Solution Engineering at Jemstep, Invesco.  Moderated by Bill Winterberg, Founder and President, FPPad.com.

    4:00 – 5:00 PM: Priceless: The Meaning of Value, Lisa KuengDirector of Creative Campaigns, Invesco Consulting

    5:00 – 6:30 PM: Networking Cocktail Reception - Pre-function Area

    SPECIAL THANKS TO OUR SPONSORS

    DIAMOND

    PLATINUM 

    GOLD

     

    SILVER

    BRONZE

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