CFA Society Alabama

A Member of the CFA Institute Global Network of Societies

 CFA Society Alabama

 

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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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What prompted our CFA charterholders to obtain their charter in the first place? We asked a collection of our Alabama charterholders to explain what in their life engaged them to take this path.
John Sarson of Sarson Funds joined our March 2020 luncheon to discuss the current state of cryptocurrency, and its place in the future of financial planning.
Brian Cox, CFA Charterholder, shares with us what it means to him to be a charterholder. And he also contributes some advice to those looking to obtain their charter.
Many thanks to all involved with our Annual Forecast Dinner at Barber Motorsports Park. We had a lively evening with great discussion and presentations with our speakers Tony Crescenzi of PIMCO and Jordi Visser of Weiss. We were also fortunate to host students from across Alabama, including Univesity of Alabama, Samford, South Alabama, UAH, UAB, Birmingham-Southern, and others.
We had the opportunity to speak to several CFAs about what it means to be a CFA and the roles of CFAs in dynamically evolving industries.

 ‭(Hidden)‬ Monthly Meeting - March

Please join us for our next society luncheon at the City Club on Thursday March 12th from 11:30am until 1:00pm. Our guest speaker will be John Sarson.

John Sarson, Managing Partner and Founder 

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John leads the team as our Managing Partner, leveraging over 15 years of Wall Street experience with firms like Lord Abbett and Guggenheim. After leaving Wall Street  in 2016, John founded an independent Registered Investment Advisory firm and later, Sarson Funds, a cryptocurrency-oriented investment manager and blockchain consulting business.  

 

John serves as an elected delegate on the not-for-profit Blockchain Policy Councilwhich seeks to develop sustainable frameworks for ethical decentralized blockchain management.  John graduated from the University of Notre Dame and is series 65 Securities licensed. He lives in Indiana with his wife and three children.​

 ‭(Hidden)‬ Monthly Meeting - April

Please join us for our society luncheon at the City Club on Thursday April 16th from 11:30am until 1:00pm. Our guest speaker will be Jack Janasiewicz.

Jack Janasiewicz, Senior Vice President, Portfolio Strategist and Portfolio Manager, Natixis Advisors 

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Jack Janasiewicz is Senior Vice President, Portfolio Strategist and Portfolio Manager at Natixis Advisors, L.P.. He is responsible for providing insight and analysis on global economic and capital market themes and their impact on portfolio construction and asset allocation. He has over 20 years of investment experience.


Prior to joining Natixis, Mr. Janasiewicz was chief strategist at Duet Alternative Investments (USA) Limited, where he assisted in managing an absolute return strategy focused on emerging market investments and also directed research related to asset allocation decisions and security selection. His previous positions include nine years as chief strategist and portfolio manager for long only and long/short global macro products at Macquarie Capital Investment Management LLC and seven years as a portfolio manager at Deutsche Bank Asset Management.
Mr. Janasiewicz holds a BA in economics and an MA in economics from Boston University and is a member of the Boston Security Analysts Society.

 ‭(Hidden)‬ Monthly Meeting - May

Please join us for our society luncheon at the City Club on Thursday May 14th from 11:30am until 1:00pm. Our guest speaker will be Katherine Collins.

Katherine Collins, CFA, MTS - Head of Sustainable Investing - Putnam Investments 


Ms. Collins is Head of Sustainable Investing and the portfolio manager of Putnam's sustainable investing
strategies. She is responsible for leading Putnam's investment research, strategy implementation, and thought
leadership on environmental, social, and governance (ESG) principles. Ms. Collins collaborates with portfolio
managers and analysts on ESG integration, assessing the fundamental relevance of ESG issues at a security
level, and the potential for alpha generation and risk mitigation at a portfolio level. She is the portfolio manager
of two ESG-focused separately managed accounts, specifically managed for institutional clients.

A recognized thought leader, Ms. Collins provides analysis on current and emerging trends in sustainable
investing. She is the author of The Nature of Investing: Resilient Investment Strategies through Biomimicry. In
2009, Ms. Collins founded Honeybee Capital, an independent investment research firm focused on ESG
principles. She joined Putnam in 2017 and has been in the investment industry since 1990.

Prior to founding Honeybee Capital, Ms. Collins served in equity management roles, including as Head of Equity
Research, Portfolio Manager, and Equity Research Analyst, at Fidelity Investments from 1990 to 2008. She
managed Fidelity America Funds from the firm's London office and was a Portfolio Manager of all Fidelity Mid-
Cap funds while based in Boston. As an Equity Research Analyst, she managed several industry-specific Select
funds and researched over a dozen industries. She also spent two years at the Fidelity Foundations, acting as
Program Officer for large philanthropic organizations.

Ms. Collins serves on numerous boards, including Last Mile Health, Santa Fe Institute, Omega Institute, and
Harvard Divinity School Dean's Council. She earned a Master of Theological Studies from Harvard Divinity
School and a B.A. from Wellesley College.

 Recent Event Coverage


Our final luncheon of 2019 was a real treat with Steve Wreford of Lazard Asset Management join us for our CFA Luncheon and the discussion on the History of the stock market.

We had a brilliant evening with great discussion for our Women in Wealth series. Our distinguished panel discussed the advances of women in the finance industry, challenges faced, and victories won.

The CFA Society of Alabama was thrilled to have Wes Gray of Alpha Architect, LLC visit with us to discuss the 'human element' of investing. Great energy from him, as it always helps to take a step back and recollect.


The CFA Society of Alabama was thrilled to have Jim Upton from Morgan Stanley Investment Management join us for our monthly luncheon to discuss emerging markets with our members. A very engaging discussion touching on markets and opportunities around the globe.

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 ‭(Hidden)‬ Congratulations to New Charterholders!

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 Future State of the Investment Profession

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

 

 ‭(Hidden)‬ CFA Society Minnesota 2016 Financial Compensation Survey

 

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CFA Society of Alabama
President
Andy Webb, CFA​