Industry News

    CSIC is a one-of-a-kind event, bringing together students and professionals from around the country who are passionate about investing and finance. They will learn from and interact with a distinguished panel of speakers who will share their expertise and insight, providing timely ideas for today's turbulent investment environment, in addition to offering timeless wisdom for navigating ever-changing financial markets to come. Those attending CSIC will also benefit from meeting with like-minded peers from around the country who have similar interests and aspirations, helping to build out a network that should prove valuable far into the future.


    2019 CSIC Speakers Committed So Far:

    • Richard Adams, New York-based Portfolio Manager focused on healthcare for long/short investment manager Everpoint Asset Management (formerly SAC Capital)
    • Dan Davidowitz, Portfolio Manager and Head of the Large Company Growth Team at Boca Raton-based Polen Capital
    • C.T. Fitzpatrick, Founder, Chief Executive Officer and Chief Investment Officer, Vulcan Value Partners, an investment management firm based in Birmingham, AL
    • Heath Terry, Managing Director in Goldman Sachs’ Global Investment Research department in New York, where he is the firm’s lead analyst for the Internet sector
    • Jonathan Gattman, Founder and Managing Partner of Dallas-based long/short investment firm Cloverdale Capital 
    • Billy J. Hwan, San Francisco-based Co-Portfolio Manager for the Parnassus Endeavor Fund, which emphasizes in its research and analysis adherence to environmental, social and governance (ESG) criteria 
    • Clay W. Manley, Houston-based Portfolio Manager focusing on small-cap stocks for money manager Invesco Ltd.
    • Joel Tillinghast, Portfolio Manager of Boston-based Fidelity Investments’ Fidelity Low-Priced Stock Fund, which he founded and has managed since 1989
    • Amit Wadhwaney, Founding Partner and Portfolio Manager specializing in international investing at New York-based Moerus Capital Management


    We’re thrilled to make this exciting event available to financial professionals who see this as a great opportunity for continuing education and to network with like-minded peers. The individual professional registration fee to attend the full-day conference is only $99, which covers all handout materials, continental breakfast, refreshment breaks and lunch. Discounted rates are available for groups of five or more. For more information and to register, please visit

    If you have any other questions or would just like to learn more about this year's CSIC, including how to register as a group, please call 205-348-3000 or e-mail us at We look forward to seeing you in Tuscaloosa on February 23rd!

    Special Pilot Program: Stack Your Acquired Knowledge with the CAIA Designation.

    Earning the CAIA designation, combined with your CFA charter offers unique industry credibility, specialized knowledge in alternative investments, and the opportunity for career enhancement. CAIA Association and CFA Institute share in their mission for excellence and have worked together to offer CFA charterholders the opportunity to apply to and advance directly to CAIA’s Level II exam through a new pilot program.

    The minimum criteria for eligibility in the pilot program are as follows. Applicants:

    • Must have no existing CAIA exam history, (examples of exam history include those who have registered for or passed/failed the Level I or Level II exam)
    • Must be a CFA charterholder, in good standing, and
    • Must have a CFA digital badge, verifiable by CAIA Association.



    To learn more about the application process, visit our Stackable Credential Pilot Program page here.

    Applications currently being accepted are exclusive to the March 2019 exam period. If you do not wish to take the exam in March 2019, bookmark the CAIA exam registration page now, and apply beginning April 1, 2019 for the September 2019 exam period.


    Please contact with any questions about the Pilot Program. Questions regarding your CFA Digital Badge should be directed to CFA Institute directly at: