Upcoming Events

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!

Casino Night!

Register NOW! IT'S BACK! With a different format this year, we will offer Casino Night with Blackjack, Craps and a Texas Hold 'Em table ! Members welcome to come and socialize, no gaming required. Food and beverages will be served. Non-Members are welcome for only a $40 guest fee!! Don't feel intimidated, Casino Knights will be there to coach beginners and explain the rules, which are very easy to learn. CFA members: Free, Guests: $40 Register NOW!

Book Club

Save the Date! Plan to join CFA Society Austin for this Book Club meeting. Check back for further details. CFA members: Free

Luncheon: U.S. equities outlook for 2027

Register NOW! Plan to join us as Ed Clissold, NDR, Chief US Strategist gives us his unique insights into the U.S. equities outlook for 2027 .  Ed will cover the following topics: The outlook for earnings, economic growth, inflation, and Fed policy.   Where we are in the AI capex cycle. How current trader positioning and technical indicators intersect with the macro outlook. What it all means for asset class, style, and sector allocation. CFA members: free.  Guests: $40 Register NOW!

Charterholder Recognition & Holiday Party!

Register NOW! Plan to attend the annual Charterholder Recognition and Holiday Party. Our featured speaker is Sharon Criswell, who has served in various board position for CFA  Societies Texas, San Antonio and Dallas/Fort Worth. Sharon also is a part of CFA Institute's Presidents Council Representatives, which facilitates communication between member societies and the Board of Governors. CFA members: free,  Guests: $40 2026 Charterholder and 1 guest: free  2025 Charterholder: free Student trial member: free CFA test taker: free Sponsor: 1 free ticket Register NOW!

Book Club

Save the Date! Plan to join CFA Society Austin for this Book Club meeting. Check back for further details. CFA members: Free

Luncheon: Keynote Rob Bittencourt, Partner and Head for Appollo Thematic Investing

Register NOW! Join CFA Society Austin at our monthly luncheon to hear Rob Bittencourt, Partner and Head at Apollo Thematic Investing (ATI),  Apollo’s cross-asset thematic research engine dedicated to identifying and transforming secular themes and tactical trends into investable insights, underwriting tools, and content to power firmwide decision-making. Since joining Apollo in 2006, Rob has focused on the firm’s credit businesses in multiple capacities, holding leadership roles including Co-Head of Opportunistic Credit and Head of Research for Global Corporate Credit. Rob graduated cum laude from Harvard College with a BA in economics. CFA members: free, Guests: $40 Register NOW!

Book Club

Save the Date! Plan to join CFA Society Austin for this Book Club meeting. Check back for further details. CFA members: Free

Annual Dinner

Register NOW! Join us for the 2027 Annual Dinner February 17, our biggest event of the year! Our keynote speaker is Howard Marks, CFA, Co-Chairman of Oaktree , who will deliver a Fireside Chat on Navigating Cycles: Lessons for the Long-Term Investor. Thank you to Brookfield, our presenting sponsor. We are seeking various sponsors for this event, contact [email protected] . Early Bird Pricing for CFA Austin members, $125 through December 2026! Download information for the 2027 Annual Dinner. Register NOW!

Book Club

Save the Date! Plan to join CFA Society Austin for this Book Club meeting. Check back for further details. CFA members: Free

Luncheon

Save the Date! Join CFA Society Austin at our monthly luncheon, where Seth Weingram, Director of Client Advisory, will share research on key topics relevant to systematic investing, offering insights and guidance for investors . 

Book Club

Save the Date! Plan to join CFA Society Austin for this Book Club meeting. Check back for further details. CFA members: Free

Book Club

Save the Date! Plan to join CFA Society Austin for this Book Club meeting. Check back for further details. CFA members: Free