Upcoming Events - don't use


  • Wednesday
    13
    December

    December Webinar - Venture Capital: 2023 Recap, Update and the Opportunity in VC Secondaries

    Dec 13, 12:00 PM - 01:00 PM (CT)
    Topic:   Venture Capital: 2023 Recap, Update and the Opportunity in VC Secondaries   Synopsis: The Venture Capital asset class has gone through an extreme changes the past 2 years. From the heights of 2021, to the valuation resets of 2022 and 2023, the asset class continues to be an attractive opportunity for managers and allocators who know how to deploy into the asset class. Come join StepStone’s Stephen West, in partnership with the CFA society of Austin, as we dive deep into the 2023 recap of the VC asset class, as well as opportunities within the asset class as well as what may be on the horizon in 2024. Speaker: Stephen West Mr. West is a member of the private equity team, focusing on venture capital and growth equity investments. Prior to StepStone, Mr. West was a member of the research team at Greenspring Associates, a venture capital and growth equity investment firm that merged with StepStone in 2021. Prior to that, Mr. West was a technology investment associate at JMP securities focused on cybersecurity and an associate management consultant within the strategy and organization practice at Booz Allen Hamilton. Mr. West served as a human intelligence officer in the Marine Corps. Mr. West received his MBA from Georgetown University and BS in general engineering with an Arabic minor from the United States Naval Academy. Click on MORE INFORMATION to register!

  • Wednesday
    17
    January

    January Luncheon - A View from Washington - Geopolitics and Events Impacting Investors

    Jan 17, 12:00 PM - 01:00 PM (CT)
    Topic:   A View from Washington - Geopolitics and Events Impacting Investors Synopsis: Geopolitical risks create uncertainty, which can have a direct impact on stock and bond markets. Frank Kelly offers his expert insight on the latest political news and events from Washington and around the world , including the 2024 U.S. Presidential Election, U.S.-China relations, and the Ukraine-Russia War . Learn about the potential effects on the markets and what to watch for in the weeks ahead.   Speaker: Frank Kelly is the Founder and Managing Partner of Fulcrum Macro Advisors LLC, a political risk advisory firm based in Washington, DC. Having worked as a senior executive on Wall Street for close to 30 years as well as having served in senior government roles, Frank brings extensive global experience and insight into the public policy decision-making process and its impact on global markets. Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs. He remained at the White House serving as a writer for President George H.W. Bush. Frank then went to Justice Department in the Office of Policy Development focusing on national security and international issues. From there, Frank went to the US Securities and Exchange Commission serving as the Senior Policy Advisor to the Chairman and Chief Spokesman for the Commission. He then joined Merrill Lynch in New York serving as Chief of Staff and Global Head of Marketing for Investment Banking, Sales & Trading. He returned to Washington DC to establish and run Charles Schwab & Co.’s first Global Government & Regulatory Affairs operation. He also served as the firm’s first Chief Political Strategist. Frank joined Deutsche Bank in 2003 as the Bank’s first Head of Government Affairs and Chief Political Strategist. In this role he advised the Bank’s top institutional clients globally on US and geopolitical issues. He also had extensive experience in mergers and acquisitions, establishing the Bank’s Direct Investment Advisory Group (DIAG), advising clients on sensitive national and economic security related mergers and acquisitions. Frank is a Senior Advisor to The Scowcroft Group, a global business advisory firm with an emphasis on emerging markets. He is also an adjunct professor at The Catholic University School of Business this fall where he will teaching coursework on Business Intelligence.   He is a member of the Council on Foreign Relations, the International Institute for Strategic Studies, the American Council on Germany and American Institute for Contemporary German Studies. He also serves as Vice Chair of the Jerome Lejeune Foundation of America. Frank resides outside Washington DC in Great Falls, Virginia with his wife, Maura, on their working farm, Open Door Farm. 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
    8
    February

    Annual Dinner

    Feb 8, 05:30 PM - 09:00 PM (CT)
    Join us for our annual dinner! This is our biggest event of the year with approximately 250 attendees. There will plenty of food, drinks and networking! If you are interested in buying a table or being a sponsor, please reach out to our chapter administrator Karina at [email protected] Topic:  Parking: We will provide all attendees with parking stickers IF they park in the parking garages under the AT&T Center. We cannot validate parking in other garages. About the Speaker: Click on MORE INFORMATION to register!!
    Austin, TX, United States

  • Wednesday
    21
    February

    February Luncheon -

    Feb 21, 12:00 PM - 01:00 PM (CT)
    Topic:   Details coming soon! Synopsis: Details coming soon!   Speaker: The speaker will be from Brookfield. 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

  • Thursday
    29
    February

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

    Feb 29, 08:30 AM - 10:00 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 8:30am. The fireside chat will begin at 9am. Click on MORE INFORMATION to register!
    Austin, TX, United States

  • Wednesday
    20
    March

    March Luncheon -

    Mar 20, 12:00 PM - 01:00 PM (CT)
    Topic:   Details coming soon! Synopsis: Details coming soon!   Speaker: The speaker will be from Mercer. 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

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