CFA Society of Alabama

03/16/2020

Andy Webb, CFA, CPA shares some of his story on life prior to obtaining his Charter and his life after. A unique perspective from someone who recognized and took advantage of the education and opportunities that can come about from becoming a charterholder.

03/02/2020

CFA Charterholder David Shadix shares with us his thoughts on what it means to be a CFA, his journey and advice on obtaining a CFA Charter, and his thoughts on the next decade and the roles of CFAs.

01/24/2020

We were very fortunate - and enthusiasic! - to have Pete Driscoll of the US Securities and Exchange Commisision to discuss compliance and its everchanging dynamics with us at our Januay CFA Luncheon. Great questions from our society members and great discussion overall.

11/20/2019

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.

Thanks to our panelists from Regions Bank, Bridgeworth, LLC, Porter White & Company, RFG Advisory, and HighTower Somerset Advisory.

10/21/2019

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.

10/21/2019

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.

09/13/2019

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.

CFA Institute

08/27/2019

"Simple and boring options are usually the best for most investors. But they fall for the complex, obscure and exotic. Benjamin Graham said, 'The investor’s chief problem—and even his worst enemy—is likely to be himself.'"

https://www.linkedin.com/pulse/lure-maximizing-returns-can-often-become-investors-chawla-cfa/?trackingId=oZ94O1VZTGGcFzW%2Fr%2FY1OQ%3D%3D

This column first appeared in Mint https://www.livemint.

08/14/2019

It was a beautiful evening out at Regions Field to see the Birmingham Barons take on the Montgomery Biscuits!

Please tag yourself in any photos!

07/29/2019

https://www.cnbc.com/2019/07/18/bank-of-america-ceo-on-digital-banking-the-numbers-are-just-rolling.html

Bank of America focusing on selling millennials on conveniences of mobile banking and the non-cash lifestyle.

Bank of America CEO Brian Moynihan tells Jim Cramer about how mobile banking is attracting millennials customers coming off of the bank's latest earnings report.

07/23/2019

B of A has a new neighbor. JPMorgan expands, announces they are aiming for them.

"We're going right at Bank of America, folks, in Charlotte, their hometown," JPMorgan Chase CEO Jamie Dimon said to cheers and laughter at a branch opening in midtown Manhattan. "We've been waiting a long time to start the expansion of Chase retail."