Walk-up Policy Reminder

We welcome people to come to our programs even if they did not make a reservation. We know people have changes to their schedules and may have to miss a meeting for which they signed up. We will observe the following time-line for meetings:

Official start of the meeting - Your name tag will be printed. We will have as many name tags as we have seats. Come get your name tag when you arrive.

Fifteen minutes after the official start time - Open seating begins. If you are present and seats are available, they will be given out. A reservation not used by that time becomes an open seat.

If you have comments or suggestions, please e-mail the Program Committee Chair.

Meeting/Event Information

2010 Meeting Archive

 Directions

June 24, 2010

Annual Meeting
June 24, 2010
5:30 PM - 8:00 PM
The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326
Featuring Dr. Laurence Kotlikoff

$0.00 Member Ticket
$50.00 Guest Ticket

PRESIDENT, Economic Security Planning, Inc.

Laurence J. Kotlikoff is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, A Fellow of the American Academy of Arts and Sciences, a Research Associate of the National Bureau of Economic Research, a Fellow of the Econometric Society, and President of Economic Security Planning, Inc., a company specializing in financial planning software.

Professor Kotlikoff is author or co-author of13 books and hundreds of professional journal articles. His most recent books are Jimmy Stewart Is Dead (forthcoming February 22, 2010, John Wiley and Sons, Spend 'Til the End, co-authored with Scott Burns, Simon & Schuster, The Healthcare Fix (MIT Press), and The Coming Generational Storm (co-authored with Scott Burns, MIT Press).

Professor Kotlikoff publishes extensively in newspapers, and magazines on issues of financial reform, personal finance, taxes, Social Security, healthcare, deficits, generational accounting, pensions, saving, and insurance.

Professor Kotlikoff has served as a consultant to the International Monetary Fund, the World Bank, the Harvard Institute for International Development, the Organization for Economic Cooperation and Development, the Swedish Ministry of Finance, the Norwegian Ministry of Finance, the Bank of Italy, the Bank of Japan, the Bank of England, the Government of Russia, the Government of Ukraine, the Government of Bolivia, the Government of Bulgaria, the Treasury of New Zealand, the Office of Management and Budget, the U.S. Department of Education, the U.S. Department of Labor, the Joint Committee on Taxation, The Commonwealth of Massachusetts, The American Council of Life Insurance, Merrill Lynch, Fidelity Investments, AT&T, AON Corp., and other major U.S. corporations.

He has provided expert testimony on numerous occasions to committees of Congress including the Senate Finance Committee, the House Ways and Means Committee, and the Joint Economic Committee.

Future Meetings

April 27, 2010

Avoiding Short-Termism in Investment Decision Making

April 27, 2010
12:00 PM - 2:00 PM

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

Featuring Jack Gray

April 13, 2010

An Evening with the Fed

April 13, 2010
5:30 PM - 8:00 PM

The Buckhead Club
3344 Peachtree Road, NE - 26h Floor
Atlanta, GA 30326

Featuring David Altig, Director of Research Federal Reserve Bank of Atlanta

March 24, 2010

Bill Spitz, Co-Founder of Diversified Trust and author of Get Rich Slowly

March 24, 2010
12:00 PM - 2:00 PM

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



February 24, 2010

PFC Energy - Oil and Natural Gas: Going their Separate Ways?

February 24, 2010
5:30 PM - 8:00 PM

103 West
103 West Paces Ferry Rd
Atlanta, GA 30305

Featuring Raoul LeBlanc, Senior Director, Financial Advisory

February 16, 2010

Southern Classic Investment Research Challenge

February 16, 2010
5:00 PM - 9:00 PM

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

Sponsored by CFA Societies of Atlanta, South Carolina and Nashville

February 03, 2010

Trends and Turmoil in the Asset and Wealth Management Industry

February 03, 2010
12:00 PM - 2:00 PM

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

Featuring Elizabeth Nesvold

January 30, 2010

CFA Study Group - Initial Meeting

January 30, 2010
11:00 AM - 1:00 PM

Keller Graduate School Piedmont Center ? Building 15 - 3575 Piedmont Rd., NE
Suite 100 ? PLAZA LEVEL Classroom #2
Atlanta, GA 30305



January 21, 2010

Annual Forecasting Event

January 21, 2010
5:30 PM - 8:00 PM

Maggiano's Buckhead
3368 Peachtree Road, NE
Atlanta, GA 30326

"The Condition of Our Nation" Featuring Dr. Arthur B. Laffer

January 06, 2010

Real Estate Investment Through Publicly Traded REITs - Long-Term Investment Characteristics and the Current Market Situation

January 06, 2010
12:00 PM - 2:00 PM

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

Featuring Brad Case

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