Jan 14, 11:30 AM - 01:00 PM (CT)
Topic:
Houston Portfolio Manager Panel: Insights for 2026
Presentation Summary:
CFA Houston invites you to a dynamic conversation with leading investment professionals from Garcia Hamilton & Associates, Eagle Global Advisors, and Fayez Sarofim & Co. This panel will explore diverse perspectives across global equities and fixed income, providing a comprehensive view of current market dynamics. Gain valuable insights into their investment approaches and hear their outlook on economic trends shaping the investment landscape.
Speaker Details:
Gilbert Garcia, CFA Managing Partner, Chief Investment Officer Garcia Hamilton
Mr. Garcia earned a B.A. in Economics from Yale University and began his career at Salomon Brothers, becoming a Vice President specializing in mortgage-backed securities. He later served as President of Cisneros Asset Management Company before joining Garcia Hamilton & Associates in 2002, where he is Managing Partner. Under his leadership, the firm has grown to over $25.7 billion in fixed income assets under management (as of September 30, 2025).
Mr. Garcia has served on multiple federal advisory committees with the U.S. Treasury and SEC and is the longest-serving board member of SEO. He and the firm have received numerous industry and diversity honors, including Fixed Income Manager of the Year and Best Places to Work awards. He previously chaired Houston METRO, where he implemented the “Garcia Rule” to promote diverse manager inclusion. Mr. Garcia is married with four children.
John Gualy, CFA Senior Partner Eagle Global Advisors
John is a Senior Partner of Eagle Global Advisors. He serves as Co-Chairman of the U.S. and International Investment Committees, oversees the firm’s trading operations, is a Portfolio Manager, and is also a member of the investment committees for the firm’s strategies. Prior to joining Eagle, John was employed by Eagle Management & Trust Company and as director of research for Continental Intervest. He earned a bachelor’s degree in Economics from the University of Texas and an MBA from Rice University. John holds the Chartered Financial Analyst designation, is a member of the CFA Institute and is a former President and Director of the CFA Society of Houston. He also served as an Adjunct Professor at Rice University Jones Graduate School of Business teaching an MBA class on Stock Analysis. John is a native of Colombia and is fluent in Spanish.
S.E. (Cody) Dick Senior Research Manager Fayez Sarofim &Co.
S.E. (“Cody”) Dick is a Partner and Senior Research Analyst at Fayez Sarofim & Co. Mr. Dick joined the firm in 2004. He serves as the sector leader for the Energy and Utilities industries and is currently responsible for research of the Energy industry.
Mr. Dick is non-voting member of the investment committee. He also serves as a portfolio manager for a variety of institutional and high net worth clients.
Mr. Dick received an M.B.A. from the Neeley School of Business at Texas Christian University in 2001, and a B.S. in Political Science from Texas Christian University in 2000. Prior to joining Fayez Sarofim & Co., he was a Financial Analyst in the Global Energy and Power Investment Banking Division and an Equity Research Associate in the Energy sector at Bank of America / Merrill Lynch.
Mr. Dick serves on the board of the Hermann Park Conservancy and on the leadership team of Advent Presbyterian Church in Houston.
This presentation will give 1.0 of PL credit.
Garage and valet parking available.
To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration.
Click MORE INFORMATION to register
Houston, TX, United States