THIS DINNER IS SOLD OUT - NO WALK INS WILL BE TAKEN
Leah Bennett, CFA
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
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.