Upcoming Events

Luncheon at Briar Club - Unlock the Hidden Value: Investing in Owner-Operator Companies

Join us for a luncheon at The Briar Club. Topic: Unlock the Hidden Value: Investing in Owner-Operator Companies Bill Nolin, the mastermind behind the Morningstar Gold-rated Principal Midcap fund, skillfully navigates the complexities of investing, guided by a powerful strategy: owner-operator firms. By favoring firms still run by their founders, or at least where executives behave like founders, Bill has built an incredible 25-year track record that ranks near the top of his peer group.  Join us on May 8th for an insightful session where Bill will share his insights on why owner-operators tend to make better business decisions and how that can benefit long-term investors.  As the chief investment officer for Aligned Investors, an investment boutique of Principal, Bill's expertise spans decades. Leading the Aligned MidCap strategy since 1999 and introducing the Aligned Blue Chip strategy in 2012, his approach remains unparalleled. As of March 31, Bill’s team managed more than $57 billion across the two strategies.  Bill joined Principal in 1993 in corporate credit research and transitioned to equities research in 1996. He earned an MBA from the Yale School of Management and a bachelor’s degree in finance from the University of Iowa. Bill is a CFA charterholder and a member of the CFA Institute.  Speaker: Bill Nolin Chief Investment Officer Aligned Investors Bill Nolin is the Chief Investment Officer for Aligned Investors, an investment boutique of Principal. He has served as lead portfolio manager of the Aligned MidCap strategy since 1999. Bill and his team subsequently introduced the Aligned Blue Chip strategy in 2012, utilizing the same philosophy and process while extending the team’s reach to larger companies. Bill joined Principal in 1993 in corporate credit research and transitioned to equities research in 1996. He earned an MBA from the Yale School of Management, and a bachelor’s degree in finance from the University of Iowa. Bill is a CFA charterholder and a member of the CFA Institute.  Garage parking and valet parking is available for all CFA Houston members and guests. Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected]. Register by clicking on MORE INFORMATION and following the prompts!!!

WIM Spring Social - Mutiny Wine Room

This event isn't just for women...everyone is welcome! Heavy appetizers and plenty of wine will be provided! Join us Valet parking is available for all CFA Houston members and guests. Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected]. Register by clicking on MORE INFORMATION and following the prompts!!!

Annual Meeting and Casino Night at Junior League

Join us for a our Annual Meeting and Casino Night! Timeline for the evening: Networking/Check In: 5:30-6:00pm Annual Meeting and Dinner: 6:00pm - 6:30pm Gaming starts at 6:30pm Complimentary garage parking is available for all CFA Houston members and guests. Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected]. Register by clicking on MORE INFORMATION and following the prompts!!!