CFA Society Alabama

A Member of the CFA Institute Global Network of Societies


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 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)‬ 2019 Forecast Dinner, February 27th, 2019, Barber Motorsports Museum

Registration for the event is now open! Please register today using this form.
CFASAL 2019 Forecast Dinner Flyer.pdf
We are delighted to announce that this year's event will feature a panel discussion moderated by Paul Smith, CFA, President and CEO of CFA Institute. Dubravko Lakos-Bujas
, Head of US Equity Strategy and Global Quantitative Research at JPMorgan, Tobias Levkovich, Chief US Equity Strategist at Citi, and Savita Subrama​nian, Head of US Equity and Quantitative Strategy at Bank of America Merrill Lynch will join us as panel participants. ​We couldn't be more excited about this year's event, and we hope you can join. Please see the flyer for more information and to learn how to become an event sponsor.​​​​​​​​​​​​​​​​​​



 ‭(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

- At our April 2019 luncheon we were thrilled to have hosted as speaker Patrick Higgins, ​economist ​​at the Federal Reserve Bank of Atlanta. Mr. Higgins helped to launch the Atlanta Fed's GDPNow​​ forecast, a public real-time estimate of GDP growth. Thanks to all who attended this great event!

photo of Patrick Higgins
- We had a great evening at our 2019 Annual Forecast Dinner, and we are so thankful for our partners who helped make this a truly special event. CFA Society Alabama is also honored to have hosted as speakers our friends Paul Smith, CFA, President and CEO of CFA Institute, Dubravko Lakos-Bujas of JPMorgan, and Tobias Levkovich of Citi.
Smith_CFA Event.jpg
- In November we took part in the Women in Wealth luncheon held at Samford University. We were joined by Kate Danella, Head of Strategic Planning and Corporate Development at Regions Bank, who spoke on the importance of diversity and inclusion in the field of Finance. Thanks to all who joined us! 
​​Danella_CFA Event.jpg
​​- Our January 2018 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! 



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CFA Society of Alabama
Andy Webb, CFA​