CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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CFAH holds educational luncheons and events from September through May. Our meetings are routinely suspended for June, July, and August.  Check your dates, times, and locations carefully for each event.  They do vary.  We hope the calendar flexibility will offer our members more opportunities to join us.

This events calendar reflects the current dates events are planned. If a date is not noted, then no event is planned for the date.

Cancellation Policy:  You must cancel your reservation 24 hours in advance in order to avoid the No-Show rate of $40.00.

PLEASE NOTE: 
Out of respect for speakers' time, all questions must be submitted in writing. Note cards will be provided on all tables and should be submitted to the board member running the meeting.​

9/25/2019 11:30 AM   Emerging Investing Series - Brian Colello (Morningstar), 5G Investing 
10/2/2019 11:30 AM   Strategist Perspective - Gabriela D. Santos (JP Morgan), Guides to the Market 
10/9/2019 11:30 AM   Strategist Perspective - Anne Mathias (Vanguard), Fixed Income Update 
10/16/2019 11:30 AM   Strategist Perspective - Gina Adams (Bloomberg), Equity Update 
10/23/2019 6:00 PM   Fall Social - Noveau Antique Art Venue 
10/30/2019 11:30 AM   CIO/PM Insights - Ryan Crane (Stephens), Behavioral Finance and Active/Passive 
11/6/2019 11:30 AM   Emerging Investing Themes - Brad Olsen (Recurrent Investment Advisors), Electric Car 
11/13/2019 12:00 PM   Houston Focused - Jacky Noons (3 Men Movers) 
11/20/2019 5:30 PM   Charter Awards Ceremony 
12/4/2019 11:30 AM   Professional Development - Jan Hargrave (Body Language Expert) 
12/11/2019 11:30 AM   Strategist Perspective - Reva Goujon (Sratfor), Geopolitics Updates