Upcoming Events

Virtual Luncheon: Thematic Equity Investing with Power

Register NOW! Join us virtually for this luncheon presentation by Eli Horton of TCW, who will speak on Thematic Equity Investing with an emphasis on power.  Mr. Horton is a Senior Portfolio Manager for TCW’s Equity products, with extensive experience across public and private markets, and this is sure to be an interesting talk! Please note this virtual event is on Eastern Time. You will need to log in an hour earlier than the registration page shows. Members and Guests: FREE Register NOW!

Book Club: 1929: Inside the Greatest Crash in Wall Street History

Register NOW! Join your colleagues to discuss Andrew Ross Sorkin's book, 1929: Inside the Greatest Crash in Wall Street History-and How It Shattered a Nation . Named a Most Anticipated Book by   New York Times Books Review ,  TIME ,  Washington Post ,  Associated Press ,  Town & Country , and the New York Post, you will learn a lot from this riveting narrative of the most infamous stock market crash in history—one with ripple effects that still shape our society today. Amazon link to book Members: Free Register NOW!

New Charterholder Recognition Dinner & Holiday Party

Register NOW! Plan to Attend This Year's New Charterholder Recognition Dinner & Holiday Party! Let’s get a big CFA Austin member turnout to applaud this milestone achievement! This special holiday event will include a presentation of “What I’ve learned: community, giving back, professional growth and the value of the CFA charter” by Keynote Speaker Kara Murphy, CFA - President and CIO of Kestra Investment Management. All 2025 new charterholders are invited to attend with a guest compliments of CFA Austin! Agenda: 5:30-6:30 Cocktail Hour 6:30-8:00: Dinner and presentation 8:00-9:00 Post event networking All 2025 new charterholders are invited to attend with a guest compliments of CFA Austin!  Members: Free      Guests: $40 2025 Charterholders and One Guest: Free 2024 Charterholders: Free Register NOW!

Monthly Luncheon: Macroeconomic Outlook for 2026

Register NOW! Join us for lunch and an engaging and insightful discussion with Ron Temple, Lazard Chief Market Strategist, as he provides his macroeconomic outlook for the year ahead. Attendees will benefit from Ron’s perspectives across key global economies and markets and will leave with a deeper understanding of the forces driving market volatility, the potential risks and opportunities ahead, and key themes to watch for in 2026. Ron will address key investor questions including: ·       Will the Federal Reserve deliver on dovish market expectations, or will economic data take an unexpected turn that derails rate cuts? ·       Is China finally going to implement fiscal stimulus and structural reforms to sustainably accelerate economic growth? ·       Could Europe be at the beginning of a brighter future where higher defense and infrastructure investment drive a meaningful productivity acceleration? ·       Does Japan have what it takes to drive the next leg of corporate governance reforms that drive returns on capital higher? ·       Where are markets missing the mark in terms of expectations versus the potential reality of 2026? CFA members: free,  Guests: $40 Register NOW!

Book Club: Sapiens: History of Humankind

Register NOW! Join colleagues to discuss  Yuval Harari's book Sapiens: A Brief History of Humankind . From this renowned historian comes a groundbreaking narrative of humanity's creation and evolution - a number one international best seller - that explores the ways in which biology and history have defined us and enhanced our understanding of what it means to be "human". Amazon link Members: Free Register NOW!

Annual Dinner: Federal Reserve and Financial Markets

Register NOW! Plan to attend one of our biggest events of the year, CFA Society Austin's Annual Dinner!  Goldman Sachs Vice Chair and Former Dallas Fed President Rob Kaplan will discuss “Navigating the Cross Currents – A Discussion of Economics and Implications for Financial Markets and the Fed” . He will give an overview of the structural changes affecting the U.S. economy: fiscal policy, trade, deregulation, energy, and immigration. These changes individually are substantial but collectively create a foundational shift in the economy and have profound implications for financial markets and Federal Reserve policy. Pricing: Early Bird Pricing of $125 through 12/31/25 Pricing: $135 after 1/1/26 Register NOW!

Book Club

Save the Date! Plan to join fellow members for an interesting book club discussion.

Book Club

Save the Date! Plan to join fellow members for an interesting book club discussion.