Upcoming Events


  • Thursday
    29
    February

    February Breakfast - Co Hosted with Westmount Realty Capital - Fireside Chat with Cliff Booth

    Feb 29, 08:30 AM - 09:30 AM (CT)
    Join us for a breakfast at The Driskill co hosted with Westmount Realty Capital! Topic:   Fireside Chat with Cliff Booth, Founder and Chairman of Westmount Realty Capital Speaker: A native of Montreal, Canada, Cliff Booth is the founder and chairman of Westmount Realty Capital, LLC. He holds a B.A. Honors in Political Science from McGill University in Montreal and an M.Sc. in Economics from The London School of Economics. Cliff first moved to Dallas in 1979 and founded the Company shortly afterward. Under Cliff’s leadership, Westmount has grown from a small local company to a national firm. Deals span markets across the country, and Westmount is now a driving force in cities in the Midwest, Southwest, Southeast, and Western regions. With over 35 years of industry experience, Cliff is recognized as an innovative and leading-edge investor. His relationship-driven approach towards investing has earned the trust of numerous U.S. and foreign institutional and private capital sources, many of which have been investing with Westmount for decades. In 2022, Cliff was named “Executive of the Year” by D CEO. Among his many notable achievements, he was one of the first to assemble a significant portfolio of flex industrial properties in the United States and also a pioneer investor of office and flex industrial in/around Downtown Dallas in the 1990s. In addition, Cliff has been investing in cold storage since the 1990s, long before the e-commerce revolution and the competitive market seen in the space today. To date, Cliff has led the Company to build a portfolio of more than 45 million square feet, representing $2.9BN of property investments. Cliff chairs the Investment Committee and directly oversees the strategic development and capital initiatives of Westmount. Through his involvement in the Urban Land Institute Board as a Governor and Industrial and Office Parks Council (IOPC-Silver), Cliff shares ideas and insights with other leaders in the real estate industry and is a frequent speaker at conferences and interviewee in the press. Valet parking is available at The Driskill and will be covered by CFA Society Austin.  Registration/check in and networking will be at 8:00am. The fireside chat will begin at 8:30 am. Please see the event timeline below: 8:00 a.m.     Registration/Check In/Networking Begins 8:25 a.m.     Welcome –  CFA Board Member 8:30 a.m.     Breakfast is Served   8:40 a.m.      Conversation with Cliff Booth                         Moderated by Fraser Armstrong-Watters   9:20 a.m.     Q & A   9:30 a.m.   Closing Remarks –  CFA Board Member Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Wednesday
    20
    March

    March Luncheon - Democratization of Alternatives

    Mar 20, 12:00 PM - 01:00 PM (CT)
    Topic:   Democratization of Alternatives Synopsis: Representatives from Mercer, local Registered Investment Advisors, and CAIS will discuss the democratization of alternatives in the wealth management space & how wealth management firms can differentiate their businesses with an alternative investment program. The second annual CAIS-Mercer survey, “The State of Alternative Investments in Wealth Management 2023,” indicates a shift from traditional 60/40 portfolios to a more diversified portfolio that includes public equities, fixed income, and alternatives.   According to Mercer & CAIS’s most recent survey, 85% of financial advisors expect to increase allocations to one or more alternative asset classes within the next year.  Financial advisors are turning to alternative asset classes to help achieve portfolio goals, such as enhancing returns, diversifying risk, supplementing income, or preserving capital. Additionally, alternative investment strategies help differentiate their businesses and attract and retain clients.  During the session, the presenters will review the findings: How access to alternative investments can help advisors meet client goals and objectives, attract new clients, and retain existing clients.  A comparison of alternative asset classes (private debt, real estate, private equity, hedge funds, and structured notes) and their potential to enhance returns. Trends in alternative investing and anticipated growth over the next 12 months. Why Alternative Investments?   More than three-quarters of advisors surveyed - 78% of them - felt that access to alternatives helps their clients meet their goals and objectives. Most respondents (83%) believe that including alternative investments provides a competitive business advantage, differentiating their practice from peers. A majority also felt that this access helps to win new clients (59%) or gain wallet share with existing clients (51%).   Speakers: David A. Hyman, CFA Strategic Advisor, Partner Mercer David Hyman is a Partner and senior   investment   consultant   at   Mercer. He develops client relationships across various financial intermediaries, including registered investment advisors   and regional banks, and drives the advancement and growth of client investment platforms and portfolios. David joined Mercer in 2011 after having worked at Evaluation Associates since 1999. Prior to   Evaluation Associates, David   worked as an investment research analyst at American Planning Group, a wealth management firm that serves high-net-worth individuals.   David received an AB in Communications and Political Science from the University of Michigan and an MBA in Finance from the Leonard N. Stern School of Business at New York University. He holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute and the New York Society of Security Analysts; David also holds the Series 3 and 30 licenses. David serves as an Investment Committee member of the Westport (CT) Public Library and as a member of the MMI Institutional Steering Committee; he formerly served as a Trustee of The Conservative Synagogue of Westport (CT). Ted Norcross Product Specialist, Vice President CAIS -         Before joining CAIS, Ted was a wholesaler inside and out for Fidelity Investments Institutional arm for over ten years, where he worked with Financial Advisors.  -         Currently, Ted is a representative for CAIS covering South TX and several surrounding states.   Gabe Thornhill, CFA Investment Advisor MPM Wealth Advisors -         Mr. Thornhill is an investment advisor with MPM Wealth Advisors, who previously served as President of Thornhill Securities, an independent financial services firm based in Austin, Texas. -     While working for JP Morgan Investment Management, Houston, TX, as an analyst and fund manager for nearly a decade, he followed financial services companies and technology stocks and ultimately co-managing two small-cap funds with total assets of $1.8 billion.  Prior to JP Morgan, he was a corporate lending officer for national mortgage finance companies with Texas Commerce Bank, Houston, TX. Mr. Thornhill earned his B.A. and M.B.A from The University of Texas at Austin, attended Washington and Lee University and is a Chartered Financial Analyst.  Complimentary parking is available at Chateau Bellevue. Parking Directions: Use the following address 702 Nueces Street to GPS to go the parking lot of  Chateau Bellevue. Otherwise, if you use the google address, it will take you to the historical part of the building on San Antonio Street.  Guest can park in either lot (they own both). Signs will be posted to the public that the lot is closed for our private event.  You do not have to pay to park regardless of the posted signage.  Guests will enter under the canopy, into the elevator foyer area.  Once in the elevator they will press the button for the first floor (there is signage right by that button to let them know where to go). The elevator will open up right into the ballroom.   Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Thursday
    4
    April

    April - Women in Investment Management (WIM) Event - Roosevelt Room

    Apr 4, 05:30 PM - 07:30 PM (CT)
    Join us for the Women in Investment Management (WIM) April Happy Hour! Heavy apps and drinks will be served. This event is NOT just for women....everyone is welcome. Limited spots are available, so register early! Members are free and non members are $30. Parking Directions: Please note that the venue doesn't have a parking garage, but public parking is available at the Lavaca Street Plaza and LAZ Parking (on Guadalupe).  Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Thursday
    11
    April

    April Luncheon - 2024 U.S. Election Insights: Navigating Policy and Political Risks for Investors

    Apr 11, 12:00 PM - 01:00 PM (CT)
    Topic:   2024 U.S. Election Insights: Navigating Policy and Political Risks for Investors Synopsis: In a year where more voters than ever in history will head to the polls, understanding the implications for investors is crucial. Libby Cantrill, Head of U.S. Public Policy at PIMCO, will offer insights into the 2024 U.S. election, including an analysis of what to expect from each presidential candidate's potential administration. She will also cover expectations for Congress's composition and address current issues in Washington, such as the U.S. debt trajectory. With her extensive experience in policy and political risk analysis, and her collaboration with PIMCO's Global Advisory Board (including external advisors such as Dr. Ben Bernanke, former Federal Reserve Chair), Libby provides valuable perspectives for investors.  Speaker: Libby Cantrill, CFA Head of US Public Policy/Managing Director Pimco Ms. Cantrill is head of U.S. public policy and a managing director in PIMCO's portfolio management group. In her role, she analyzes policy and political risk for the firm’s Investment Committee and leads U.S. policymaker engagement and policy strategy for the firm. She also works closely with PIMCO’s Global Advisory Board, led by former Federal Reserve Chair Ben Bernanke. She has served as a rotating member of the firm’s Executive Committee and is a founding member of PIMCO Families and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 19 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charterholder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations and sits on the boards of Covenant House New York and the Securities Industry and Financial Markets Association ("SIFMA"). GETTING TO THE OFFICE  Address ·          401 Congress Ave, Suite 2200, Austin, TX 78701 (located in the Frost Tower Building) Parking Garage ·          Located next to JuiceLand on 4th St (between Congress Ave and Brazos St) ·          May park in any unreserved spot ·          Visitors should register their vehicle by scanning the QR code provided by CFA Society Austin In the Frost Tower Building ·          Use middle elevator bank on main floor to get to floor 22 ·          Do not check in with security in the main lobby—check in with front desk on floor 22   ·          Elevator access weekdays 7am to 7pm   Click on MORE INFORMATION to register !
    Austin, TX, United States

  • Wednesday
    17
    April

    April Luncheon - Investor Power Hour with Jack Howell, Co-President of Stonepeak Infrastructure Part

    Apr 17, 12:00 PM - 01:00 PM (CT)
    Topic:   Investor Power Hour with Jack Howell, Co-President of Stonepeak Infrastructure Partners  Synopsis: The Austin CFA Society is please to host Jack Howell from Stonepeak.  Stonepeak is world’s largest independent infrastructure manager with over $57 billion under management.  Jack is going to discuss the landscape for infrastructure investment in North America and globally, talk through his career journey, and answer questions from the audience.   Speaker: Jack Howell Co-President Stonepeak Jack is Co-President of Stonepeak, a member of the Stonepeak Executive Committee, and a member of all of the firm’s investment committees. In this role, Jack shares broad responsibilities across investing and the firm’s day-to-day business. Prior to joining Stonepeak, Jack worked for Davidson Kempner Capital Management, a hedge fund that focuses on distressed debt and merger arbitrage. Prior to Davidson Kempner, Jack worked for Denham Capital and Credit Suisse. Jack received a Bachelor of Arts in Plan II Honors and a Bachelor of Arts in Economics (Business Economics Program), Phi Beta Kappa, from the University of Texas at Austin. Complimentary parking is available at Chateau Bellevue. Parking Directions: Use the following address 702 Nueces Street to GPS to go the parking lot of  Chateau Bellevue. Otherwise, if you use the google address, it will take you to the historical part of the building on San Antonio Street.  Guest can park in either lot (they own both). Signs will be posted to the public that the lot is closed for our private event.  You do not have to pay to park regardless of the posted signage.  Guests will enter under the canopy, into the elevator foyer area.  Once in the elevator they will press the button for the first floor (there is signage right by that button to let them know where to go). The elevator will open up right into the ballroom.   Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Thursday
    2
    May

    Cinco de Mayo Social - Hosted by AB Private Credit Investors

    May 2, 05:00 PM - 07:00 PM (CT)
    Topic:   Parking Directions:   Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Wednesday
    15
    May

    May Luncheon - Speaker from Monroe Capital

    May 15, 12:00 PM - 01:00 PM (CT)
    Topic:   Private Credit Synopsis: Details coming soon!   Speaker: The speaker will be from Monroe Capital. Details coming soon!  Complimentary parking is available at Chateau Bellevue. Parking Directions: Use the following address 702 Nueces Street to GPS to go the parking lot of  Chateau Bellevue. Otherwise, if you use the google address, it will take you to the historical part of the building on San Antonio Street.  Guest can park in either lot (they own both). Signs will be posted to the public that the lot is closed for our private event.  You do not have to pay to park regardless of the posted signage.  Guests will enter under the canopy, into the elevator foyer area.  Once in the elevator they will press the button for the first floor (there is signage right by that button to let them know where to go). The elevator will open up right into the ballroom.   Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Wednesday
    19
    June

    End of Year Happy Hour - Past, Present and Future of IM with Anthony Scaramucci

    Jun 19, 05:30 PM - 08:00 PM (CT)
    Topic:   Past, Present and Future of IM Synopsis: Details coming soon!   Speaker: Anthony Scaramucci Details coming soon!  Parking Directions:   Click on MORE INFORMATION to register!
    Austin, TX, United States

Events Calendar