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