CFA Society Houston

A Member of the CFA Institute Global Network of Societies

​​​2017 Forecast Dinner - January 17, 2017

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

Featured Speaker:

Peter Zeihan


Peter Zeihan is a geopolitical strategist who mixes international affairs with demographics and energy studies to recast our understanding of the future. Global trade cannot happen without the United States and Americans on both the Left and Right are repudiating international involvement. Consumption cannot happen without young people and the world experienced a baby bust in the 1960s that it _still_ has not recovered from. Energy is the tie that binds most tightly and shale has severed the United States from the global system. As these three patterns deepen, the world as we know it is going through its most cataclysmic change of the past seven decades -- and perhaps the past 500.

Despite a background in private intelligence, Peter is not particularly reverent. Working with a bunch of millennials tends to do that to you. But rather than disappear into the alphabet soup of the American government, Peter instead uses his crystal ball to help private enterprise understand precisely what disasters and wonders are coming our way. As such his client list spans the breadth and width of the business community, from manufacturing to financial services to shipping to industrial commodities to agriculture to energy, with community development organizations and the U.S. military folded in for good measure. He will speak with us about the end of the world we know...and what comes next.

Early bird registraion available until December 31st. Register now!​  

 Society Advocacy Efforts

​​​​​​​​​​​​​​​​​"Governor Abbott Declares May 2016 PUTTING INVESTORS FIRST  Month for Texas"​​​

 We are...

CFA Society Houston, founded in 1955. We promote the highest professional and ethical standards within the investment community and maintain ongoing educational and certification opportunities for its members. The Society allows individuals with common interests to advance their professional studies and obtain insight into key areas affecting investments.

We are a volunteer organization boasting 895+ members strong. All agree to abide by our ethics and code of conduct.

 Today at CFA Society Houston...

 Putting Investors First Month

Statement of Investor Rights Ten rights​ that any investor should expect from financial service providers  

The Statement of Investor Rights was developed by CFA Institute to advise buyers of financial service products of the conduct they are entitled to ex​pect from financial service providers.

Investors: Present the Statement to your financial professionals, whether you are establishing an investment plan, working with a broker, openi​ng a bank account, or buying a home.

Financial Professionals: Support the Statement and provide it to your ​​clients to show that you are committed to fundamental ethical principles. Let your clients know that they can trust you to provide the service they expect and deserve.

Putting Investors First 



  1. Honest, competent, and ethical conduct that complies with applicable law;
  2. Independent and objective advice and assistance based on informed analysis, prudent judgment, and diligent effort;
  3. My financial interests taking precedence over those of the professional and the organization;
  4. Fair treatment with respect to other clients;
  5. Disclosure of any existing or potential conflicts of interest in providing products or services to me;
  6. Understanding of my circumstances, so that any advice provided is suitable and based on my financial objectives and constraints;
  7. Clear, accurate, complete and timely communications that use plain language and are presented in a format that conveys the information effectively;
  8. An explanation of all fees and costs charged to me, and information showing these expenses to be fair and reasonable;
  9. Confidentially of my information;
  10. Appropriate and complete records to support the work done on my behalf.​​​​​

 The Future of Finance Starts Now


Forecast Dinner

6:00 PM - 8:00 PM

CFAH Meeting- Josh McGee

11:30 AM - 1:30 PM

CFAH Meeting- Andy Fastow

11:30 AM - 1:30 PM

 CFA Institute Enterprising Investor Blog

Retrieving Data


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in the CFA Institute
Research Challenge
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Have you browsed CFAH's BOOK LIST lately? CFHA's book list is offered in association with Amazon. 

Purchases made through this Amazon link will benefit the CFA Houston Scholarship Fund!