Upcoming Events

Special Welcome Back Luncheon/Book Club

Register NOW! CFA Society Austin announces a very special September 9 Welcome Back Luncheon at Dimensional HQ in Austin -- be sure to   SAVE THE DATE! CFA Austin and Dimensional want to include all Texas CFA Societies, so all members of CFA Societies in Texas are invited to join us at this event! Our special guest speaker will be David Booth, founder and chairman of Dimensional! Booth will be speaking about his new book, which hits the newsstands on Sept 1. Come be one of the first people to hear about it! His book is titled,   Stay Calm: Learn to Embrace Uncertainty in Investing and Life . In this book, Booth asserts: “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. Be one of the first to buy the book when it releases! Register NOW before it sells out!

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!