CFA Society Houston

A Member of the CFA Institute Global Network of Societies

​​​​​​​​​​​​​​​​​​​

https://www.linkedin.com/groups/CFA-Society-Houston-6606065?gid=6606065   https://twitter.com/CFA_Houston  https://twitter.com/CFA_Houston  

 

​​​
Future of Finance​

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


Featured Speaker:
Peter Zeihan



Fender_Headshot.jpg
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.

Early bird registraion available until December 31st. 
Event Information

​​AGENDA​
5:30pm - Cocktail Hour and Registration 
6:30pm - Attendees are Seated             
7:00pm - 9:30pm: Dinner and Program
 

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

​Thank you to our Media Partner  HBJ-Logo.png


​​

​​​

 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 

 STATEMENT OF INVESTOR RIGHTS

WHEN ENGAGING THE SERVICES OF FINANCIAL PROFESSIONALS AND ORGANIZATIONS, I HAVE THE RIGHT TO...

  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.​​​​​
Unable to display this Web Part. To troubleshoot the problem, open this Web page in a Microsoft SharePoint Foundation-compatible HTML editor such as Microsoft SharePoint Designer. If the problem persists, contact your Web server administrator.


Correlation ID:0498cb9d-ec50-4088-5696-92d9f3b4bafa

 CFA Institute Enterprising Investor Blog

Retrieving Data

 

* * * * *
Universities
Compete
in the CFA Institute
Research Challenge
for all the details
* * * * *

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!