CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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 Featured Speaker

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Future of Finance​​
"The Absent Superpower: The Shale Revolution and a World Without ​America"

Featured Speaker:
Peter Zeihan

 

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Moderator: 
Rebecca Fender, CFA​​​




 Geopolitical Strategist Peter Zeihan is a global energy, demographic and security expert. Zeihan’s worldview marries the realities of geography and populations to a deep understanding of how global politics impact markets and economic trends, helping industry leaders navigate today’s complex mix of geopolitical risks and opportunities. With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types. In his career, Zeihan has ranged from working for the US State Department in Australia, to the DC think tank community, to helping develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Mr. Zeihan founded his own firm -- Zeihan on Geopolitics -- in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military. His freshman book, The Accidental Superpower, debuted in 2014. His sophomore project, The Absent Superpower, the Shale Revolution and a World Without America, will be released later this year.​​ ​ ​ ​ 










Rebecca Fender, CFA, is head of the Future of Finance initiative at CFA Institute, a long-term global effort to shape a trustworthy, forward-thinking investment profession that better serves society. Prior to joining CFA Institute, Ms. Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates, where she published research about manager selection. She earned her undergraduate degree in economics from Princeton University and holds an MBA from the Darden School at the University of Virginia. Future of Finance publications include From Trust to Loyalty: A Global Survey of What Investors Want, and Gender Diversity in Investment Management: New Research for Practitioners to Close the Gender Gap. Previously, Ms. Fender also served as the director of the flagship CFA Institute Annual Conference. 


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 Event Information

​​AGENDA​
5:00pm - VIP Reception
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

CFA

 

 Venue


The Briar Club
2603 Timmons Ln
Houston, TX 77027

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 Registration

​​​Early Bird
P​rice
​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
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 Sponsors

 Gold Sponsor

​Silver Sponsor

 
 
 
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Media Partner
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​​Table Sponsor
​ 
Frost Investment Advisors
Lazard​ Asset Management

 

 Sponsorship Opportunities

For more information on sponsorships:​

or
Contact:

 Chapter Groups

​​Committee Me​mbers

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

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

Jenya Trotsenko, CFA
y.trotsenko@​yahoo.com
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Marketing
Fred Mammadbayov, CFA
Fred.Mammadbayov@shell.com

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

Logistics
Kelly Ratliff
kelly@amchouston.com​

Logan Beszterda
logan@amchouston.com


Advisory Board
Mahesh Desai, CPA, CFP, CFA
Jeff Curtiss, CFA
Pat Swanson, CFA, CIC
Luis Vaca, CFA

Mark McMeans, CFA
Leah Bennett, CFA