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Title

CFAH Dinner Meeting - Leah Bennett and Steve Horan

Event Description

THIS DINNER IS SOLD OUT - NO WALK INS WILL BE TAKEN

Speakers:


Leah Bennett, CFA
President
Westwood Trust

Ms. Bennett was appointed President of Westwood Trust, Houston in March 2018. Prior to joining Westwood in 2016, Ms. Bennett was Co-Chief Investment Officer at South Texas Money Management, where she shared responsibility for overseeing the investment strategies of the firm. Prior to that, she was a Managing Director and Chief Investment Officer at King Investment Advisors, Inc. and a Research Analyst for Capital Research & Management. In June of 2017, Ms. Bennett was elected to the CFA Global Board of Governors, where she serves on the Audit and Risk Committee. She is a former President and Director of CFA Society Houston and is a Co-Founder of the CFA Women in Investment Management initiative and the CFA Institute Global Research Challenge of the Southwest. She currently serves on the Board of Directors for the Girl Scouts of San Jacinto Council, on the Wright Fund Oversight Board at Rice University and on the Advisory Council of Executives (ACEs) at the Bill Greehey School of Business at St. Mary’s University. Ms. Bennett earned her Bachelor of Science in economics from Texas A&M University. ​


Stephen Horan, CFA, CIPM
CFA Institute

Stephen Horan, CFA, CIPM, is managing director and co-lead of education at CFA Institute. Prior to joining CFA Institute, he was a principal of Alesco Advisors LLC, a financial analyst and forensic economist in private practice, and a professor of finance at St. Bonaventure University. Horan co-authored The New Wealth Management: A Financial Advisor’s Guide to Managing and Investing Client Assets, a how-to guide for financial advisers; edited the volume Private Wealth: Wealth Management in Practice, a practitioner’s guide to wealth management; and has published three editions of the Forbes/CFA Institute Stock Market Course, a comprehensive guide to personal investing and wealth management. He is also the author of dozens of articles in leading peer-reviewed journals and has written for the CFA Program curriculum. Horan is a frequent columnist in Financial Times and an associate editor for the Financial Services Review and serves on the editorial board of the Journal of Wealth Management. He holds a BBA in finance with a minor in mathematics from St. Bonaventure University and a PhD in finance with a minor in economics from the State University of New York at Buffalo.

Event Type

Society

Education Topic

 

Start Time

11/8/2018 5:30 PM

End Time

11/8/2018 7:30 PM

City

Houston

State/Province

TX

Event Country

 

Event Region

Americas

Location Info

Perry's Steakhouse
9827 Katy Freeway
Houston, TX 77024

Speaker

 

CE Credits

 

SER Credit

n/a

Currency

USD

Member Price

Free

Non-Member Price

$40

Candidate Price

$40

Registration

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Custom Calendar
Created at 10/1/2018 3:25 PM by kellyw@amc-texas.com
Last modified at 11/8/2018 8:40 AM by kellyw@amc-texas.com