CFA Society San Antonio

A Member of the CFA Institute Global Network of Societies

​​​​​​​​​​​​​​​​​"GOVERNOR ABBOTT DECLARES MAY 2016 PUTTING INVESTORS FIRST MONTH FOR TEXAS"​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

​May Is Putting Investors First Awareness Month

Each May, CFA Institute members join together to build awareness around the importance of putting clients first. By supporting Putting Investors First Month, we want to inspire our community to make a real impact and foster a market environment where both investment professionals and investors can thrive.


 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:CFA Society San Antonio Annual Meeting and Michael Gayed Presentation
Education Topic:
Speaker:Michael Gayed, CFA
Event Description:

Please join the CFA Society San Antonio for the Annual Meeting, Luncheon and Presentation by Michael Gayed at Bob's Steak and Chop House on June 15th, 2016 from 12:00- 1:30pm. 

Michael Gayed, Chief Investment Strategist at Pension Partners, LLC

Michael A. Gayed, CFA, is chief investment strategist and co-portfolio manager at Pension Partners, LLC., an investment advisor which manages a mutual fund and separate accounts according to its ATAC (Accelerated Time and Capital) strategies focused on inflation rotation. Prior to this role, Gayed served as a portfolio manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered investment advisory firm that managed equity portfolios for large institutional clients. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies.

Start Time:6/15/2016 12:00 PM
End Time:6/15/2016 1:00 PM
Location Info:

​5815 Rim Pass 

San Antonio, Texas 



 2015 Charholder Award Ceremony

​​​​​Congratulations to our new charterholders! Click h​ere​ to see pictures from the charterholder awards event​.

 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
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Ashvin Chhabra
Terry A. Simpson, CFA Director and Investment Strategist for the Multi-Asset Strategy Investment Team
Matt Moran, CFA
Pia Orrenius
Ron Florance, CFA
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 Events Archive

See the full Events Archive here.

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