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

    Register Now


    AGENDA

    PLENARY ONE

    12:00 PM:  Registration & Lunch Buffet

    12:15 PM – 12:20 PM:  Welcome from ASFIP Leadership

    12:20 PM – 12:35 PM: Future of Finance, Bob Dannhauser, Head, Private Wealth Management at CFA Institute

    12:35 PM – 1:35 PM: The Business of Investing – A Conversation with Balentine, Robert Balentine, Chairman, Balentine & Brittain Prigge, President, Balentine

    1:35 PM – 1:45 PM:  Afternoon Stretch & Mingle

    BREAKOUT SESSIONS - SELECT ONE

    1:45 PM – 2:45 PM:

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

    or

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

    or 

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

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

    PLENARY TWO

    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 - 4:45 PM: Priceless: The Meaning of Value, Lisa KuengDirector of Creative Campaigns, Invesco Consulting

    4:45 – 6:00 PM: Networking Cocktail Reception

    SPECIAL THANKS TO OUR SPONSORS

    DIAMOND

    PLATINUM 

    GOLD

     

    SILVER

    BRONZE

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