CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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 Future of Finance

​"Under New Management"

From Brexit, to Trump, the Italian Referendum, to the rise of a Thatcherite in France; the world is changing in massive ways. Add in activist central banks, bloated bureaucracies, and acrimonious politics – it’s no wonder investors are nervous. Will the aging economic expansions stumble? Will the bull market in US stocks continue? Are inflation and rising interest rates in the cards? Brian Wesbury promises to cut through the noise to provide a solid, actionable game plan for investors in the years ahead. Wesbury called the bull market in US stocks starting in 2009. He's ready to tell you where they will go from here.​

 Featured Speaker



 Brian Wesbury
Chief Economist
First Trust

 

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Brian Wesbury is Chief Economist at First Trust Advisors L.P., a financial services firm based in Wheaton, Illinois. 

Mr. Wesbury was a member of the Academic Advisory Council of the Federal Reserve Bank of Chicago from 1999-2007 and has been a regular attendee of the Economist Roundtable Luncheon at the Chicago Fed since 2007. In 2012, he was named a Fellow of the George W. Bush Presidential Center in Dallas, TX where he worked closely with its 4%-Growth Project. His writing appears in various magazines, newspapers and blogs, and he appears regularly on Fox, Bloomberg, CNBC and BNN Canada TV.

In 1995 and 1996, he served as Chief Economist for the Joint Economic Committee of the U.S. Congress. The Wall Street Journal ranked Mr. Wesbury the nation’s #1 U.S. economic forecaster in 2001, and USA Today ranked him as one of the nation’s top 10 forecasters in 2004. 

Mr. Wesbury began his career in 1982 at the Harris Bank in Chicago. Former positions include Vice President and Economist for the Chicago Corporation and Senior Vice President and Chief Economist for Griffin, Kubik, Stephens, & Thompson. 

Mr. Wesbury received an M.B.A. from Northwestern University’s Kellogg Graduate School of Management, and a B.A. in Economics from the University of Montana. McGraw-Hill published his first book, The New Era of Wealth, in October 1999. His most recent book, It’s Not As Bad As You Think, was published in November 2009 by John Wiley & Sons. 

In 2011, Mr. Wesbury received the University of Montana’s Distinguished Alumni Award. This award honors outstanding alumni who have “brought honor to the University, the state or the nation.” There have been 267 recipients of this award out of a potential pool of 91,000 graduates. ​


Moderator:
Lauren Foster

CFA Institute





Lauren Foster is a content director and co-lead of CFA Institute’s Women in Investment Management initiative. Previously, she worked as a freelance writer for Barron’s and the Financial Times. Prior to her freelance work, she spent nearly a decade on staff at the FT as a reporter and editor based in the New York bureau. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University. ​



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 Event Information

AGENDA
5:30pm - Cocktail Hour and Registration 
6:30pm - Attendees are Seated             
7:00pm - 8:30pm: Dinner and Program​​
8:30pm - Q&A
9:00pm - Dismiss
 
ATTENDEES

CFA Charter Holders​​​​​

Private Investors

Wealth Managers

Financial Consultants

Investment Managers

Academics

Students


ATTIRE

Business Casual

 

CONTINUING EDUCATION CREDITS

This program has been approved by GARP and qualifies for 1.5 GARP CPD credit hours.  If you are a Certified FRM or ERP, please record this activity in your credit tracker at http://www.garp.org/cpd 



 Venue

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The Junior League of Houston
1811 Briar Oaks Lane
Houston, TX 77027

 Registration


Early Bird
Price
Late Price
CFAH Member
*Includes Two Drink Tickets and Parking
$50 $80
Non Member
*Includes Two Drink Tickets and Parking
$80 $100
Students
*Includes One Drink Tickets and Parking
$25 $30
**Only 30 seats left!**


 Sponsors

Platinum Sponsors


Gold Sponsors



 
​Silver Sponsors



 

Table Sponsors
​Garcia Hamilton & Associates
Lazard Asset Management
Columbia Threadneedle ​Investments
John Hancock Investments
Wells Fargo
Vanguard Institutional Investment Group
Broadstone Real Estate, LLC

Partner
Houston ​CPA Society 
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 Sponsorship Opportunities

 Chapter Groups

​​Committee Me​mbers

                                                            
Chair
​Natalie Kassenyeva, CFA, PRM
natalienmk@yahoo.com

Executive
Michael Nichley, CFA
michael.nichley@morganstanleypwm.com​

Fundraising
Natalie Kassenyeva, CFA, PRM
natalienmk@yahoo.com

Michael Nichley, CFA
michael.nichley@morganstanleypwm.com​

Marketing
Fred Mammadbayov, CFA
Fred.Mammadbayov@shell.com

Speakers
Natalie Kassenyeva, CFA, PRM
natalienmk@yahoo.com

Michael Nichley, CFA
michael.nichley@morganstanleypwm.com​


Logistics
Kelly Wilson
kellyw@amc-texas.com​ ​