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News & Events

  • CFA Speaker Series: Commercial Real Estate... Chaos or Opportunity?
    CFA Speaker Series: Commercial Real Estate... Chaos or Opportunity?
    Thu, Apr 11
    The Harbert Center
    Apr 11, 2024, 11:30 AM – 1:00 PM CDT
    The Harbert Center, 2019 4th Ave N, Birmingham, AL 35203, USA
    Apr 11, 2024, 11:30 AM – 1:00 PM CDT
    The Harbert Center, 2019 4th Ave N, Birmingham, AL 35203, USA
    Join 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.
  • 2024 CFA Forecast Dinner
    2024 CFA Forecast Dinner
    Thu, Feb 22
    Leeds
    Feb 22, 2024, 6:00 PM – 9:00 PM
    Leeds, 6030 Barber Motorsports Pkwy, Leeds, AL 35094, USA
    Feb 22, 2024, 6:00 PM – 9:00 PM
    Leeds, 6030 Barber Motorsports Pkwy, Leeds, AL 35094, USA
    Join 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.
  • Members Recognition of CFA Society New Charter Holders
    Members Recognition of CFA Society New Charter Holders
    Tue, Jan 23
    The Vulcan Room at The Club
    Jan 23, 2024, 6:00 PM
    The Vulcan Room at The Club, 1 Robert S Smith Dr, Birmingham, AL 35209, USA
    Jan 23, 2024, 6:00 PM
    The Vulcan Room at The Club, 1 Robert S Smith Dr, Birmingham, AL 35209, USA
    Join 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.
  • CFA Society New Charter Holder Recognition Dinner
    CFA Society New Charter Holder Recognition Dinner
    Tue, Jan 23
    The Vulcan Room at The Club
    Jan 23, 2024, 6:00 PM
    The Vulcan Room at The Club, 1 Robert S Smith Dr, Birmingham, AL 35209, USA
    Jan 23, 2024, 6:00 PM
    The Vulcan Room at The Club, 1 Robert S Smith Dr, Birmingham, AL 35209, USA
    Join 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 14
    Birmingham
    Dec 14, 2023, 6:00 PM – 8:05 PM
    Birmingham, 1 Robert S Smith Dr, Birmingham, AL 35209, USA
    Dec 14, 2023, 6:00 PM – 8:05 PM
    Birmingham, 1 Robert S Smith Dr, Birmingham, AL 35209, USA
  • Port City Charters & Brews
    Port City Charters & Brews
    Tue, Nov 14
    Mobile
    Nov 14, 2023, 5:00 PM – 7:05 PM
    Mobile, 420 St Louis St, Mobile, AL 36602, USA
    Nov 14, 2023, 5:00 PM – 7:05 PM
    Mobile, 420 St Louis St, Mobile, AL 36602, USA
    Join 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.
  • 2nd Annual CWIM Global Summit
    2nd Annual CWIM Global Summit
    Thu, Nov 09
    https://mhsv.me/3YVmSDK
    Nov 09, 2023, 11:00 AM – 3:30 PM
    https://mhsv.me/3YVmSDK
    Nov 09, 2023, 11:00 AM – 3:30 PM
    https://mhsv.me/3YVmSDK
    Connect, 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!
  • CFA Tuscaloosa Tailgate
    CFA Tuscaloosa Tailgate
    Sat, Nov 04
    U of Alabama Quad, Tent 150 C
    Nov 04, 2023, 3:00 PM – 6:45 PM
    U of Alabama Quad, Tent 150 C
    Nov 04, 2023, 3:00 PM – 6:45 PM
    U of Alabama Quad, Tent 150 C
    Join 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.)
  • CFA Speaker Series: Simeon Hyman, CFA | Global Investment Strategist
    CFA Speaker Series: Simeon Hyman, CFA | Global Investment Strategist
    Tue, Oct 17
    Birmingham
    Oct 17, 2023, 11:30 AM – 1:00 PM
    Birmingham, 2019 4th Ave N, Birmingham, AL 35203, USA
    Oct 17, 2023, 11:30 AM – 1:00 PM
    Birmingham, 2019 4th Ave N, Birmingham, AL 35203, USA
    Simeon 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...
  • CFA Speaker Series: Anoop Mishra
    CFA Speaker Series: Anoop Mishra
    Tue, Sep 26
    Birmingham
    Sep 26, 2023, 11:30 AM – 1:00 PM
    Birmingham, 2019 4th Ave N, Birmingham, AL 35203, USA
    Sep 26, 2023, 11:30 AM – 1:00 PM
    Birmingham, 2019 4th Ave N, Birmingham, AL 35203, USA
    Anoop 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...
  • CFA Social: CFA Night with the Barons
    CFA Social: CFA Night with the Barons
    Fri, Aug 18
    Birmingham
    Aug 18, 2023, 6:30 PM – 8:30 PM
    Birmingham, 1401 1st Ave S, Birmingham, AL 35233, USA
    Aug 18, 2023, 6:30 PM – 8:30 PM
    Birmingham, 1401 1st Ave S, Birmingham, AL 35233, USA
    Mark 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.
  • The Birmingham Entrepreneur Ecosystem
    The Birmingham Entrepreneur Ecosystem
    Wed, Jun 21
    Birmingham
    Jun 21, 2023, 11:30 AM – 1:00 PM
    Birmingham, 1901 6th Ave N #3100, Birmingham, AL 35203, USA
    Jun 21, 2023, 11:30 AM – 1:00 PM
    Birmingham, 1901 6th Ave N #3100, Birmingham, AL 35203, USA
    Maria has consulted and presented internationally on digital fundraising, millennial giving and trends in the nonprofit sector.
  • CFA Speaker Series: Bob Long of Conversus
    CFA Speaker Series: Bob Long of Conversus
    Wed, Apr 12
    Birmingham
    Apr 12, 2023, 11:30 AM – 12:30 PM
    Birmingham, 1901 6th Ave N Suite 3100, Birmingham, AL 35203, USA
    Apr 12, 2023, 11:30 AM – 12:30 PM
    Birmingham, 1901 6th Ave N Suite 3100, Birmingham, AL 35203, USA
    For CFA Society of Alabama Members: A Discussion on the Evolving Liquidity in the Private Markets with Conversus' Bob Long.
  • 2023 CFA Forecast Dinner
    2023 CFA Forecast Dinner
    Wed, Feb 08
    Birmingham
    Feb 08, 2023, 6:00 PM – 9:00 PM
    Birmingham, Barber Vintage Motorsports Museum
    Feb 08, 2023, 6:00 PM – 9:00 PM
    Birmingham, Barber Vintage Motorsports Museum
    Our annual Forecast features three outstanding guests speaking on current affairs and concerns in the financial industry.
  • 2023 Forecast Dinner
    2023 Forecast Dinner
    Wed, Feb 08
    Barber Motorsports Park
    Feb 08, 2023, 6:00 PM – 9:00 PM
    Barber Motorsports Park, Barber Motorsports Pkwy, Birmingham, AL, USA
    Feb 08, 2023, 6:00 PM – 9:00 PM
    Barber Motorsports Park, Barber Motorsports Pkwy, Birmingham, AL, USA
    An 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.
  • Are You Deal Ready? Assessing M&A in the RIA Industry with Zach Pavlosky, CFA
    Are You Deal Ready? Assessing M&A in the RIA Industry with Zach Pavlosky, CFA
    Tue, Nov 15
    https://cvent.me/5R8WRg
    Nov 15, 2022, 12:00 PM – 1:00 PM
    https://cvent.me/5R8WRg
    Nov 15, 2022, 12:00 PM – 1:00 PM
    https://cvent.me/5R8WRg
    Assessing M&A in the RIA Industry with Zach Pavlosky, CFA
  • CFA Speaker Series: Michael A. Gayed
    CFA Speaker Series: Michael A. Gayed
    Wed, Nov 09
    Birmingham
    Nov 09, 2022, 11:30 AM – 1:00 PM
    Birmingham, 1901 6th Ave N Suite 3100, Birmingham, AL 35203, USA
    Nov 09, 2022, 11:30 AM – 1:00 PM
    Birmingham, 1901 6th Ave N Suite 3100, Birmingham, AL 35203, USA
    Michael 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.
  • CFA Tailgate in Tuscaloosa
    CFA Tailgate in Tuscaloosa
    Mon, Oct 10
    University of Alabama Quad - Tent 140C
    Oct 10, 2022, 2:00 PM
    University of Alabama Quad - Tent 140C, Tuscaloosa, AL 35487, USA
    Oct 10, 2022, 2:00 PM
    University of Alabama Quad - Tent 140C, Tuscaloosa, AL 35487, USA
    Enjoy 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.
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