CFA Society San Antonio

A Member of the CFA Institute Global Network of Societies


 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:2015 Review and 2016 Outlook for Hard Assets and Commodities
Education Topic:
Speaker:Roland Morris
Event Description:

2015 Review and 2016 Outlook for Hard Assets and Commodities

Speaker: Roland Morris
Commodity Strategist, Global Hard Assets Fund
Co-Portfolio Manager, CM Commodity Index Fund

 ​​What has led us to the current environment and what are the potential catalysts for a rebound in the near future? We will be providing an in-depth discussion on the entire asset class, including Energy, Metals and Mining. What do the fundamentals tell us? Why is the US best-positioned to meet the growing Global Energy Demand? Where is Gold headed from here?​

Start Time:12/3/2015 7:30 AM
End Time:12/3/2015 8:30 AM
Location Info:

 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
ActionsUse SHIFT+ENTER to open the menu (new window).Open Menu
Jeff Pantages, CFA
Daniel S. Meader, CFA
Dr. Ben Hunt
Yoram Bauman, Ph.D.
1 - 6Next

 Events Archive

See the full Events Archive here.

 ‭(Hidden)‬ Google Analytics