Upcoming Events

Book Club: Most Important Thing, Uncommon Sense for the Thoughtful Investor

Register NOW! **NOTE DATE CHANGE** Mark your calendar for our JULY 21 Book Club meeting. Same location! Join your fellow society members to discuss  The Most Important Thing Illuminated: Uncommon Sense for the Thoughtful Investor by Howard Marks . About the book: Legendary investor Howard Marks is chairman and co-founder of Oaktree Capital Management, which has $100 billion under management. He is sought out by the world's leading value investors, and his client memos brim with insightful commentary and a time-tested, fundamental philosophy. Now for the first time, readers can benefit from Marks's wisdom, concentrated into a single volume that speaks to both the amateur and seasoned investor. Informed by a lifetime of experience and study,  The Most Important Thing explains the keys to successful investment and the pitfalls that can destroy capital or ruin a career. Utilizing passages from his memos to illustrate his ideas, Marks teaches by example, detailing the development of an investment philosophy that fully acknowledges the complexities of investing and the perils of the financial world. Brilliantly applying insight to today's volatile markets, Marks offers a volume that is part memoir, part creed, with a number of broad takeaways. CFA Members Free. Amazon link Register NOW!

Special Welcome Back Luncheon/Book Club

This luncheon is really special. Be sure to SAVE THE DATE! Be sure to join us to at this special luncheon and book club event. David Booth, founder and chairman of Dimensional, will be speaking about his new book, Stay Calm: Learn to Embrace Uncertainty in Investing and Life . A quote from the author, “Uncertainty isn’t something to fear—it’s where possibility lives.” From his first sales experience selling shoes as a teenager in Lawrence, Kansas, to working on the team that launched the first index portfolio, to pioneering what would come to be known as factor investing, David Booth didn’t just witness the financial revolution—he helped lead it. For five decades, he has bridged the worlds of academic theory and practical investing, collaborating with Nobel laureates to build Dimensional Fund Advisors into a $1 trillion global firm. This will be a joint luncheon with CFA Societies San Antonio, Houston and Dallas, though members of CFA Society Austin will be prioritized. Check back for more details! Amazon link

Luncheon: Why Texas Keeps Getting Bigger and Better

Register NOW! Join us as Liz Hocker, Global Head of Listings & Capital Markets for The Texas Stock Exchange (TXSE), presents: Why Texas keeps getting bigger and better with new companies moving here, what's drawing them to TXSE as their primary listing exchange and a Capital Markets 2026 update. CFA members: free,  Guests: $40 Register NOW!

Luncheon: AI and the Future of Healthcare

Register NOW! Join us for lunch to hear Dr. David Song M.D., Ph.D., CFA , Tema ETFs Investment Partner, CANC & HRTS Fund Manager provide insights on AI and the Future of Healthcare: Opportunities, Risks, and Investment Perspectives. Healthcare is turning the corner. After a four-year bear market, the sector appears to be entering a new bull cycle, with valuations still compelling and IPO activity yet to normalize. Innovation is accelerating. Large drugs addressing large markets are reshaping the opportunity set, but much of this progress remains underappreciated by investors. AI is a mispriced catalyst. Across healthcare delivery, efficiency, and R&D productivity, AI’s impact is broad and growing—making expertise critical to capture the upside. CFA members: free,  Guests: $40 Register NOW!

Annual Dinner

Save the Date! Plan to attend the 2027 Annual Dinner February 17. Thank you to Brookfield, our presenting sponsor. Registration and keynote speaker announcement will be on October 1!