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 2020 Annual Forecast Dinner


 Event Overview

ANNUAL FORECAST DINNER

JANUARY 22, 2020
6:00 pm - 9:00 pm

RIVER OAKS COUNTRY CLUB
1600 River Oaks Boulevard
Houston, TX 77019

The Annual Forecast Dinner is CFA Society of Houston’s flagship event. The society celebrates its 65th anniversary this year. The select panel of highly esteemed market experts will share their views on the state of the capital markets, offer insights into market direction, and provide investable ideas for 2020. This event is not only a major draw to the local CFA Society’s over 1,000 members, but also to the many other financial professionals (and their clients) in the Greater Houston area.

 Panelists

Panelists:


Kristina Hooper, CFP, CAIA, CIMA, CHFC
Chief Global Market Strategists
Invesco


Christian Stracke
Global Head, Credit Research
PIMCO


Richard Bernstein
CEO/CIO
Richard Bernstein Advisors


Moderator:


Jane Wells
Special Correspondent
CNBC
                              





Kristina Hooper is the chief global market strategist at Invesco. Previously, she held positions at Allianz Global Investors, PIMCO Funds, UBS and MetLife. Ms. Hooper earned a BA from Wellesley College; a JD from Pace University School of Law; an MBA in finance from New York University; and a master’s degree from the Cornell University School of Industrial and Labor Relations. She has regularly been quoted in The Wall Street Journal, The New York Times and Reuters. Ms.Hooper was featured on the cover of the January 2015 issue of Kiplinger’s magazine, and appeared regularly on CNBC.​​ ​ ​ ​ 






Christian Stracke is global head of the credit research group, and co-head of PIMCOís BRAVO opportunistic private strategies complex. The credit research group covers all levels of the debt capital structure for targeted industries, including investment grade and high yield bonds, bank debt and convertibles. He is also a senior portfolio manager across PIMCO's suite of private credit strategies, investing across mortgage, real estate, specialty financials, corporate special situations, and performing private corporate credit. Prior to joining PIMCO, Mr. Stracke held positions at CreditSights, Commerzbank Securities and Deutsche Bank. 







Richard Bernstein is the chief executive officer and chief investment officer of Richard Bernstein Advisors LLC (RBA). He has 35 years’ experience on Wall Street, most recently as the chief investment strategist at Merrill Lynch & Co. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine's annual "All-America Research Team" eighteen times and is one of only forty-nine analysts inducted into the Institutional Investor "Hall of Fame."












Jane Wells is a special correspondent for CNBC. An award-winning television news reporter, she has covered everything from earthquakes to the O.J. Simpson trial, the 2008 financial collapse to the legal cannabis industry. 



​​

 Contact

​Giovanna Carter

Kelly Wilson

 Content Editor

 Registration Fees


Early Bird
Until 12/31
Late
CFAH Member
​$50
​$80
​CFAH 
Non-Member

​$70
​$100
​Student
​$25
​$35



 Agenda

6:00 pm
Registration and Networking
​6:30 pm
Attendees seated
​7:00 pm
​Dinner and Program
​9:00 pm
​Program concludes
​9:00 pm
VIP Reception**

** Invitation only

 Who should attend?

  • ​Corporate Executives
  • Market Strategists
  • Portfolio Managers
  • Financial Analysts
  • Wealth Managers and their clients
  • Financial Planners and Advisors
  • Investors
  • Family Office Managers

 Sponsors

Silver


Table

Jennifer Behan Consulting
Macquaire
PIMCO


​Click here to view our sponsorship package.