CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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

 

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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.​​​



 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 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. 



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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Select this link to read more.​ 

 


 

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 Society Advocacy Efforts

 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.​​​​​
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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!