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CFA Society San Antonio

 CFA Society San Antonio

CFA Society San Antonio is an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We have over 200 members in the greater San Antonio area.  The goals of our society include:

  • Promoting ethics, education and professional excellence in the investment industry
  • Creating opportunities for professionals to network and build professional relationships
  • Establishing links between job seekers and prospective employers
  • Providing premier programming and speakers to San Antonio
  • Work to advance the public's understanding of the CFA designation and investment industry

CFA Society San Antonio is one of the member societies of CFA Institute. CFA Institute is a global, not-for-profit organization that is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry. To learn more about CFA Institute, please click here…

 Next Event

Title:Texas Wall Street Women - Liability. Are you Covered? Probably not.
Education Topic:
Speaker:Heidi Lawson
Event Description:

Texas Wall Street Women invite CFASA to join for networking, drinks, appetizers, and education. Please celebrate with us as we launch the San Antonio Chapter, providing a unique outlet for professional networking, community involvement, career growth, and education.

Educational Topic: Liability. Are you covered? Probably not.
Today being an executive or board member is very risky business. That risk becomes even more complex in an investment advisory, broker-dealer, mutual fund, hedge fund, private equity or venture capital firm. Although many entities have indemnification provisions in their by-laws or other corporate or fund documents, can an executive or board member safely rely on that protection?

Start Time:1/12/2015 5:30 PM
End Time:1/12/2015 7:30 PM
Location Info:
Piatti’s Italian Restaurant located at 255 E. Basse Rd., San Antonio, TX 78209

 Society Events

CFA Society San Antonio sponsors programming events on relevant topics to the investment industry. These events support our member’s lifelong pursuit of investment knowledge that is essential to maintaining professional excellence in the continually evolving and highly competitive investment industry.

Events are open to all members of CFA Society San Antonio. Members of other CFA Societies within Texas may also attend as members. Members may also invite guests to each event for a nominal charge. All guests must be accompanied by a member.

How to Attend

To register for an upcoming event or modify your registration, please click on the Registration button next to the event above. For any additional questions or special requirements, please email


 Upcoming Events

Start TimeTitleLocation InfoRegistration
1/12/2015 5:30 PMTexas Wall Street Women - Liability. Are you Covered? Probably not.
Piatti’s Italian Restaurant located at 255 E. Basse Rd., San Antonio, TX 78209
1/27/2015 12:00 PMResearch Inefficiencies of Single Stock Implied Volatility
Plaza Club

 Past Events

Charter Award Ceremony and Predict Credit and Bankruptcy RiskUse SHIFT+ENTER to open the menu (new window).
Tim Gaumer of Starmine
VIX as a Separate AssetUse SHIFT+ENTER to open the menu (new window).
Russell Rhoads, Senior Instructor for the CBOE
Ethics case study eventUse SHIFT+ENTER to open the menu (new window).
Dorothy Kelly, Director of the CFAI's Training and Outreach
CFA/FPA Networking MixerUse SHIFT+ENTER to open the menu (new window).
The Economy and the FedUse SHIFT+ENTER to open the menu (new window).
Blake Hastings, VP San Antonio Branch
Mentor Program Kick-Off EventUse SHIFT+ENTER to open the menu (new window).
1 - 6 Next

 Events Archive

See the full Events Archive here.

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