CFA Society Alabama

A Member of the CFA Institute Global Network of Societies

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.

 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.

 9-128.pngImage result for twitter pictureImage result for facebook picture


Read More....

 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 

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.​

 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 


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)‬ 2020 CFA Alabama Forecast Dinner

​Looking forward to another great Forecast Dinner at Barber Motorsports Museum. Please click here for more information!

2020 forecast.PNG

 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.

 ‭(Hidden)‬ Image Viewer

 Congratulations to New Charterholders!



 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


 Who Is CFA Institute?

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.

 Upcoming Events

 CFA Institute Enterprising Investor Blog

Retrieving Data

 Contact Us

CFA Society of Alabama
Andy Webb, CFA​