Upcoming Events

CFA Houston ZOOM Webinar - David Giroux - T Rowe Price

Social Event & Pickleball Tournament

Click here for more information or to register.

CFA Society of Austin - Monthly Luncheon

Topic: Digital Infrastructure More details to come.

CFA Texas Advocacy Day

FOR TEXAS CFA CHARTERHOLDERS: Morning Session in the 500 West 2nd Street Building Keynote speech by Margaret Franklin, CFA, CEO of the CFA Institute Update on Financial Legislation in Texas, State Senator Tan Parker, District 12 · Fireside chat with top regulators in Texas Marshall Gandy, SEC National Associate Director of investment Advisor examination Scott Maestri, FINRA Examination Director for Texas Travis Illes, Commissioner of the Texas State Securities Board Afternoon Session at the Texas State Capitol Meet with your local Congresspeople to discuss the role of CFA charterholders and CFA Texas in protecting investor interest in our great state. Cocktail Hour in historic Texas Capitol conference room. Seating for the morning event will be limited. Host: CFA Societies Texas Advocacy Committee CFA TEXAS ADVOCACY DAY INFORMATION AND REGISTRATON

CFA Austin - Cocktail Reception and Discussion

Title: Cocktail Reception and Discussion on the Current Market Environment Through a Research Based Approach Speaker: Wes Crill is the Head of Investment Strategists and a Vice President at Dimensional. As a member of the Investment Solutions Group, he directs empirical research on a broad range of investment topics to support client relations. A frequent speaker at Dimensional and industry events, Wes is responsible for developing investment content, analysis, and education that is distributed across a variety of platforms. Wes earned a BS and a PhD in materials science engineering from North Carolina State University. Description: This presentation takes recent market events and examines them through a research-based lens to provide a framework for not only understanding current market events, but also their broader implications. This review of market events lends itself to the other focus of the conversation, which is breaking down the news and information and structuring productive, informative client conversations around them. *This is a CE-approved presentation. Agenda: Cocktail reception 4pm – 4:30pm Presentation (interactive): 4:30 – 5:30 Q & A: 5:30pm Location: Dimensional Fund Advisors 6300 Bee Cave Road Building One, 2 nd floor Austin, TX 78746 *Guests can park in Building One's garage

CFA Houston ZOOM Webinar - Marc Faber

CFA Society of Austin - Monthly Luncheon

Topic: A Contrarian View of the Equity Markets More details to come.