Event Profile

CAIA Atlanta Educational Event

Date(s):
September 15, 2016
Note:
All times listed are in local time
Venue:
KR Steakbar
349 Peachtree Hills Ave
Atlanta, GA 30305 
Fee(s):
This event has a fee
Description:
Are you tired of hearing experts from NYC and elsewhere talk about finance here in Atlanta? No? Well, neither are we…. but we thought it would also be great to hear from some of our very own locally-based experts. On Thursday, September 15, we hope you will join us in celebrating CAIA Atlanta and a few of our accomplished Members.
 
The event will feature four CAIA Members and will start off with each of them providing a short overview of the work they are doing in alternative investments. We will then break into roundtable sessions where a variety of topics can be explored (a day in the office, career path, career advice, current market outlook, investment strategy, etc).
 
Food & Drink Provided. Seating is limited.
 
Featured Speakers:
Britt Bentley, CAIA, CFA - LCG Associates, Principal

Lu Chang, CAIA, CFA, FRM, - Angel Oak Capital Advisors, Chief Risk Officer

Amanda Cogar, CAIA, CFA - Delta Air Lines, General Manager of Pensions

Peter McGaffigan, CAIA, CFA - Wells Fargo Private Bank, SVP and Sr Investment Strategist

Event Fees:
Members $10
Non-members $20

Britt Bentley, CAIA, CFA, is a SVP and Principal at LCG Associates. He joined in 2004. His client relationships include foundations, endowments, family offices, and investment platforms.  In addition to lead consultant responsibilities, Britt conducts capital market and asset class research as well as investment manager due diligence.  He also serves on the Investment Committee and Risk Management Committee.  He graduated from Baylor University, where he is currently a member of the school’s Investment Advisory committee.
 
Lu Chang, CAIA, CFA, FRM, is the Chief Risk Officer at Angel Oak Capital Advisors where she oversees all risk management efforts for the firm. She chairs the firm’s Risk Management Committee and Valuation Committee, as well as serves as the secretary of the Investment Committee. Before Angel Oak, she spent over 10 years at Wells Fargo and legacy Wachovia across multiple risk management and investment research functions. Previously, she served as a senior research analyst at Evergreen Investments, performing fund due diligence for fund of hedge funds, managed futures, real estate, and commodity funds on a $5 billion alternative investment platform. She holds a B.A. from Wuhan University, an M.A. from University of Oklahoma, and an M.B.A from College of William and Mary.
 
Amanda Cogar, CAIA, CFA is General Manager of Pensions at Delta Air Lines.  She is responsible for the investments in the firm’s defined benefit and defined contribution pension plans.  In this role, she works on asset allocation and plan-level risk management, and works with outside consultants in the selection and monitoring of active investment managers.  Prior to this, she was AVP at Wilmington Trust, serving as portfolio manager for the firm’s real asset and private real estate funds.  She earned an MBA from Georgia State University and graduatedfrom The University of the South with a Bachelor’s degree. She has volunteered with CAIA as an exam grader and an exam question writer.
 
Peter McGaffigan, CAIA, CFA is a SVP and Sr investment Strategist for Wells Fargo Private Bank.  As part of investment management, he works with clients to create asset allocation strategies and build portfolios to meet investment objectives. Prior to this, he was a Managing Director at U.S. Trust, where he managed investment teams and client relationships. He earned his MBA the Kellogg School of Management at Northwestern and an undergraduate degree from Lawrence University.

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KR Steakbar
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