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Upcoming Events

  • 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.
  • 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.
  • 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.
  • 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.
  • Dec 14, 2023, 6:00 PM – 8:05 PM
    Birmingham, 1 Robert S Smith Dr, Birmingham, AL 35209, 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.
  • 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!
  • 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.)
  • 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...
  • 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...
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • Nov 15, 2022, 12:00 PM – 1:00 PM
    https://cvent.me/5R8WRg
    Assessing M&A in the RIA Industry with Zach Pavlosky, CFA
  • 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.
  • 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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