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Let's Build a Better World for Investors
Measure Up.
A Member of the CFA Institute Global Network of Societies
- Thu, Apr 11The Harbert CenterApr 11, 2024, 11:30 AM – 1:00 PM CDTThe Harbert Center, 2019 4th Ave N, Birmingham, AL 35203, USAJoin Jose Pluto and Jeff Grubbs from Neuberger Berman at our latest CFA Speaker Series event on commercial real estate, exploring the sector's current chaos and hidden opportunities. Gain strategic insights to enhance your investment strategies in this dynamic market.
- Thu, Feb 22LeedsFeb 22, 2024, 6:00 PM – 9:00 PMLeeds, 6030 Barber Motorsports Pkwy, Leeds, AL 35094, USAJoin us for our annual Forecast Dinner event - a great opportunity to network on a regional scale with a special presentation and discussion by our guest speakers Tom Galvin and Greg Barker.
- Tue, Jan 23The Vulcan Room at The ClubJan 23, 2024, 6:00 PMThe Vulcan Room at The Club, 1 Robert S Smith Dr, Birmingham, AL 35209, USAJoin us for a celebratory dinner in honor of our new CFA Charter Holders on Tuesday, January 23, 2024, at 6 PM, in the distinguished Vulcan Room of The Club. This exclusive event is not just a dinner, but a heartfelt welcome into our esteemed community, recognizing your dedication and achievement.
- Tue, Jan 23The Vulcan Room at The ClubJan 23, 2024, 6:00 PMThe Vulcan Room at The Club, 1 Robert S Smith Dr, Birmingham, AL 35209, USAJoin us for a celebratory dinner in honor of our new CFA Charter Holders on Tuesday, January 23, 2024, at 6 PM, in the distinguished Vulcan Room of The Club. This exclusive event is not just a dinner, but a heartfelt welcome into our esteemed community, recognizing your dedication and achievement.
- Thu, Dec 14BirminghamDec 14, 2023, 6:00 PM – 8:05 PMBirmingham, 1 Robert S Smith Dr, Birmingham, AL 35209, USA
- Tue, Nov 14MobileNov 14, 2023, 5:00 PM – 7:05 PMMobile, 420 St Louis St, Mobile, AL 36602, USAJoin fellow CFA Charter Members for an evening of camaraderie, networking, and some of the finest brews Mobile has to offer. It's a fantastic opportunity to reconnect with peers, share insights, and relax in a laid-back environment.
- Thu, Nov 09https://mhsv.me/3YVmSDKNov 09, 2023, 11:00 AM – 3:30 PMhttps://mhsv.me/3YVmSDKConnect, Collaborate, Celebrate 2023: Building Bridges Gain actionable insights to guide your career journey and personal development as you gather for an inspiring virtual half-day event: the second annual Collaborative WIM Global Summit!
- Sat, Nov 04U of Alabama Quad, Tent 150 CNov 04, 2023, 3:00 PM – 6:45 PMU of Alabama Quad, Tent 150 CJoin us for some fun on the Quad prior to the Alabama/LSU game on November 4th. We now know our tailgate position - and it's a great spot! We will be at 150 C - which is a corner spot next to the main walkway just south of Gorgas Library. (Walk down the steps of the library, & we'll be on the left.)
- Tue, Oct 17BirminghamOct 17, 2023, 11:30 AM – 1:00 PMBirmingham, 2019 4th Ave N, Birmingham, AL 35203, USASimeon Hyman joined ProShares in 2013 and is currently the firm’s Global Investment Strategist and Head of Investment Strategy. Mr. Hyman leads a team of investment professionals engaged in portfolio analysis, product research and development, education, and the delivery of investment strategies...
- Tue, Sep 26BirminghamSep 26, 2023, 11:30 AM – 1:00 PMBirmingham, 2019 4th Ave N, Birmingham, AL 35203, USAAnoop Mishra is vice president and regional executive at the Birmingham Branch of the Federal Reserve Bank of Atlanta. He is responsible for the Atlanta Fed’s Regional Economic Information Network (REIN) for the state of Alabama, in which he collects and synthesizes economic intelligence...
- Fri, Aug 18BirminghamAug 18, 2023, 6:30 PM – 8:30 PMBirmingham, 1401 1st Ave S, Birmingham, AL 35233, USAMark your calendars! August 18th for our CFA Summer Social with the Barons! We'll be back on the Home Run Porch, with gates opening at 6p, first pitch at 7:05. We'll have a buffet and beverages available from 6:30-8:30. We enjoy this event so much and is a great one to bring your entire family to.
- Wed, Jun 21BirminghamJun 21, 2023, 11:30 AM – 1:00 PMBirmingham, 1901 6th Ave N #3100, Birmingham, AL 35203, USAMaria has consulted and presented internationally on digital fundraising, millennial giving and trends in the nonprofit sector.
- Wed, Apr 12BirminghamApr 12, 2023, 11:30 AM – 12:30 PMBirmingham, 1901 6th Ave N Suite 3100, Birmingham, AL 35203, USAFor CFA Society of Alabama Members: A Discussion on the Evolving Liquidity in the Private Markets with Conversus' Bob Long.
- Wed, Feb 08BirminghamFeb 08, 2023, 6:00 PM – 9:00 PMBirmingham, Barber Vintage Motorsports MuseumOur annual Forecast features three outstanding guests speaking on current affairs and concerns in the financial industry.
- Wed, Feb 08Barber Motorsports ParkFeb 08, 2023, 6:00 PM – 9:00 PMBarber Motorsports Park, Barber Motorsports Pkwy, Birmingham, AL, USAAn evening of networking and discussion on the current state of financial matters with a look towards the future of the investment and financial management industry.
- Tue, Nov 15https://cvent.me/5R8WRgNov 15, 2022, 12:00 PM – 1:00 PMhttps://cvent.me/5R8WRgAssessing M&A in the RIA Industry with Zach Pavlosky, CFA
- Wed, Nov 09BirminghamNov 09, 2022, 11:30 AM – 1:00 PMBirmingham, 1901 6th Ave N Suite 3100, Birmingham, AL 35203, USAMichael A. Gayed, CFA is Portfolio Manager at Toroso Investments, an investment management company specializing in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers.
- Mon, Oct 10University of Alabama Quad - Tent 140COct 10, 2022, 2:00 PMUniversity of Alabama Quad - Tent 140C, Tuscaloosa, AL 35487, USAEnjoy a day out on the Quad in Tuscaloosa prior to the big matchup between Alabama and Texas A&M. We will be at Tent 140 C with beer and wine, and catering provided by Dreamland BBQ! Stay on the lookout, start time is 4 hours prior to the announced kickoff time.
2024 Forecast Dinner
We are pleased to look back on another successful Forecast Dinner. What a fantastic opportunity to network, connect, and gain valuable insights.
What it means to be a cfa charterholder
President & Ceo at CFA Institute
Margaret Franklin, CFA & others
Upcoming Events
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