CFA Society Alabama

A Member of the CFA Institute Global Network of Societies


 CFA Society Alabama



CFA Society Alabama promotes ethical and professional standards within the investment industry, encourages professional development through the CFA Program, and facilitates the open exchange of information and opinions.



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 ‭(Hidden)‬ 2018 Forecast Dinner, February 6th, 2018, Barber Motorsports Museum

Registration for the event is now open! Please register today using this form. 

CFA Alabama 2018 Forecast Dinner reg form.pdf​​​​​​​​​​​​​​​​​​​​​​​​​​






Jeffrey Sherman, CFA
Deputy Chief Investment Officer, DoubeLine

Mr. Sherman joined DoubleLine in 2009, currently serves as the Deputy Chief Investment Officer and is a member of DoubleLine's Executive Management and Fixed Income Asset Allocation Committees. He additionally, serves as a portfolio manager for derivative-based and multi-asset strategies. Prior to DoubleLine, he was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. Mr. Sherman assisted in developing real-asset strategies for TCW and was a portfolio manager overseeing several commodity funds. Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He also taught Quantitative Methods for Level I candidates in the CFALA/USC Review Program for many years. Mr. Sherman holds a BS in Applied Mathematics from the University of the Pacific and a MS in Financial Engineering from the Claremont Graduate University. He is a CFA charterholder.​


 ‭(Hidden)‬ Monthly Meeting: April 12th, 2018

Please join us for our next society luncheon at the Harbert Center on Thursday April 12th from 11:45am until 1:00pm. Our guest speaker will be Arvind Sachdeva, Senior Managing Director - Global Market Strategy with 13D Research.

Arvind Sachdeva, Senior Managing Director - Global Market Strategy, 13D Research  

Arvind Sachdeva has been associated with 13D since 2012 and is the firm's Chief Market Strategist. Previous to joining 13D, Arvind has had over twenty-seven years of broad investment management experience. He began his career at Carillon Advisers, where he spent eight years as a Portfolio Manager.

Following that, he transitioned to Dean Investment Associates where after two years, he was promoted to Director of Research and Chief Investment Officer, positions which he served in for over five years, managing over four billion dollars for private individuals and institutional clients.

In 2000, Arvind joined Victory Capital Management, where he was a member of the Asset Allocation Team, Industry Weighting Team, and Financial Services and Capital Goods Sector Teams. Within three years, he was named as the Lead Portfolio Manager and Chief Investment Officer of the Large Capital Value Strategies and the firm’s Focused Value Strategy. At yearend 2010, the Focused Value Strategy was ranked in the top one percentile for the one, three, and five year periods by eVestment Alliance.

Arvind earned his Bachelor’s degree from Georgia State University in Risk Management and has been a Chartered Financial Analyst charter holder since 1993.​ 

 ‭(Hidden)‬ Monthly Meeting - May 10th, 2018

Please join us for our next society luncheon at the Harbert Center on Thursday May 10th from 11:45am until 1:00pm. Our guest speaker will be Richard Cook, Partner & Portfolio Manager with Cook & Bynum Capital Management. 

Richard Cook, Partner & Portfolio Manager




Mr. Cook co-founded Cook & Bynum Capital Management in 2001. Before forming the firm, he worked for Tudor Investment Corporation in Greenwich, Connecticut. Richard attended Hampden-Sydney College where he graduated summa cum laude in three years with a B.S. in Mathematics, Applied Mathematics, and Economics and was a member of Phi Beta Kappa.​

 Recent Event Coverage

- Thanks to all who made this year's forecast dinner a success! The society hosted over 200 guests at Barber Motor Sports Museum for the annual event. Jeffrey Sherman of DoubleLine Capital shared his view on the markets and economy. Please visit the Forecast Dinner page above for more pictures and information.​


- Our January luncheon event with Aaron Beam, former CFO of Healthsouth, was covered by the Samford Unversity local press. Please follow this link to read the article. Special thanks to the Samford Brock School of Business for hosting us! 



 Future State of the Investment Profession

​Read more about our latest study—the Future State of the Investment Profession.


 CFA Society Minnesota 2016 Financial Compensation Survey


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CFA Society of Alabama
Stephen Daniels, CFA​