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:The Future of Emerging Markets
Education Topic:Equity Investments
Speaker:Kevin T. Carter
Event Description:

The Future of Emerging Markets presentation will review elements of Emerging and Frontier Markets investing.  The discussion will include an analysis of current Emerging Markets allocations and how those allocations are changing and evolving at the institutional level.  The discussion will also examine the role of indexing and ETFs in Emerging Markets and highlight a growing number of challenges involved with indexing in the developing world.  There will also be a discussion of the China A Share Market and Frontier Markets.  The talk will end with a review of key investment themes in Emerging Markets and how investors can gain exposure to the Emerging and Frontier Markets consumer.

Kevin T. Carter is the Founder of Big Tree Capital and of EMQQ The Emerging Markets Internet ETF (NYSE: EMQQ). Mr. Carter has worked with Princeton Economist Dr. Burton G. Malkiel in the development of both active and index-based investment strategies since 1999. For the past decade, their collaborations have focused on investing in China and Emerging Markets.  Mr. Carter has been a featured speaker for organizations including Columbia Business School, Bloomberg, Guggenheim Partners, Morningstar and the China Hedge Fund Association​.

Start Time:8/31/2016 12:00 PM
End Time:8/31/2016 1:00 PM
Location Info:
The Plaza Club

100 W. Houston Street
San Antonio, TX 78205


 CFA Society San Antonio Financial Update

Learn more about our financial update.

 2016 Charholder Award Ceremony

Stay tuned for information on our upcoming award ceremony!

 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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Christine Breck and Panelists
Michael Gayed, CFA
Ashvin Chhabra
Terry A. Simpson, CFA Director and Investment Strategist for the Multi-Asset Strategy Investment Team
Matt Moran, CFA
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