CFA Society San Antonio

A Member of the CFA Institute Global Network of Societies

​​​​​​​​​​​​​​​​

access scholarship banner.jpg

 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:Luncheon with Raife Giovinazzo, CFA, PhD
Education Topic:Behavioral Finance
Speaker:
Event Description:

Raife Giovinazzo, CFA, PhD, Board Member

Partner & Portfolio Manager

Dr. Giovinazzo is the lead portfolio manager of the Fuller & Thaler Behavioral Small-Cap Equity Fund, and is also responsible for research using market insights and behavioral finance to enhance the investment processes. Dr. Giovinazzo has over 14 years of financial industry experience.   Prior to joining Fuller & Thaler, Dr. Giovinazzo was a researcher and co-portfolio manager with Blackrock's Scientific Active Equity group (formerly Barclays Global Investors).  His previous experience also includes investment and consulting work with Wellington Management, Marsh & McLennan, and Mercer Management Consulting (now Oliver Wyman). Dr. Giovinazzo received his BA in sociology from Princeton, and his MBA in analytic finance, economics, and statistics, as well as a PhD in finance from the Booth School of Business at the University of Chicago.  He wrote his undergraduate thesis for Dr. Kahneman (winner of the 2002 Nobel Prize in Economics) while at Princeton, and Dr. Thaler ("Father of Behavioral Finance") was his dissertation co-chair at the University of Chicago.  Dr. Giovinazzo holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco.  He is an owner of the firm and a member of the Board of Directors.

Start Time:9/22/2017 12:00 PM
End Time:9/22/2017 1:00 PM
Location Info:
Maggiano's Little Italy

17603 W. Interstate 10
San Antonio, TX 78257

Registration:
Presentation:

 CFA Society San Antonio Financial Update

Learn more about our financial update.

 Member Benefit

CFA Society San Antonio candidates save 50% on a wide range of Wiley's business and finance books. Enhance your technical finance and general business skills with professional guidance from experts. Candidates and members of the CFA Society San Antonio are entitled to a 50% discount on most business and finance print books on Wiley.com*. Check out thousands of our leading-edge finance, investing, and leadership book - order now! To save, enter membership code SAN50 in the promotion code field on our shopping cart and click the Apply Discount button.

Visit: www.wiley.com

Discount code: SAN50

 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 events@cfasanantonio.org.
ActionsUse SHIFT+ENTER to open the menu (new window).Open Menu
  
  
8/31/2017
  
8/15/2017
  
6/22/2017
  
6/23/2017
  
5/16/2017
  
4/21/2017
  
1 - 6Next

 Events Archive

See the full Events Archive here.