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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:Generating Alpha: Predicting Volatility and Corrections
Education Topic:
Speaker:Michael A. Gayed, CFA
Event Description:

Michael A. Gayed, CFA, and Charlie Bilello, CMT, of Pension Partners, LLC co-authored two award-winning papers in 2014 that challenge the efficient market hypothesis by revealing market anomalies that have persisted over time. In separate papers, they focus on the utilities sector and Treasury bonds, providing a systematic way to outperform the market on an absolute and risk-adjusted basis. Importantly, they also show how the unique behavior of utilities and Treasuries can be used to anticipate periods of higher volatility and market corrections. Their work has important implications for both asset allocators and active managers.

Join Michael A. Gayed, CFA, co-author of these papers as he presents their research and provides practical ways of active tactical asset allocation using the signaling power of Utilities and Treasuries.

Start Time:2/9/2015 12:00 PM
End Time:2/9/2015 1:00 PM
Location Info:
Maggiano's @ the RIM

 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
2/9/2015 12:00 PMGenerating Alpha: Predicting Volatility and Corrections
Maggiano's @ the RIM
2/19/2015 12:00 AMCFA Texas Investor Symposium
Rice University
6/2/2015 8:00 AMCFA Women's Conference
Grand Hyatt

 Past Events

Research Inefficiencies of Single Stock Implied VolatilityUse SHIFT+ENTER to open the menu (new window).
Dr Chris Jones
Texas Wall Street Women - Liability. Are you Covered? Probably not.Use SHIFT+ENTER to open the menu (new window).
Heidi Lawson
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).
1 - 6 Next

 Events Archive

See the full Events Archive here.

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