Upcoming Events

Energy Event with CAIA at Briar Club

CFAs can attend for no charge by applying the code HOUSTON 2026FREE (all caps) during the check-out process. Click MORE INFORMATION to register

Texas Hold 'Em Tournament at Maggiano's Post Oak

Join us for our final event of the 2025 programming year!  🎲 Join Us for the CFA Houston Texas Hold ’Em Tournament! ♠️♥️ Test your poker face and join fellow members and guests for an evening of fun, competition, and camaraderie! 📅 Date: December 10 📍 Location: Maggiano’s Post Oak 🍽️ Drinks and dinner will be served. 💵 Top 5 winners will take home Amazon gift cards! 🎟️ CFA Houston   Members play for free — guests are welcome to join by purchasing a ticket. Bring your best game, enjoy a great meal, and spend the evening with colleagues and friends. Whether you’re in it to win or just to have fun, you won’t want to miss it! CFA Houston members and guests, click MORE INFORMATION to register!

Luncheon at Brennan's

Topic 2026 - Ten Predictions Presentation Summary In his annual market update presentation, Crossmark CEO/CIO/PM Bob Doll walks through what’s happening in the economy and markets right now, shares how his annual 10 predictions are tracking, and highlights the themes he’s watching most closely in 2026. Speaker Bob Doll CEO Crossmark Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO) and assumed the additional role of Chief Executive Officer (CEO) in January 2024. Bob provides strategy for the firm, oversees the management team, guides the investment teams at Crossmark, and serves as portfolio manager for multiple Crossmark large cap strategies. He uses his more than 40 years of industry experience and expertise to provide weekly and quarterly investment commentaries as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets, including Bloomberg TV, Fox Business News, CNBC, and Faith & Finance Live Radio. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen (2012-21) and Blackrock (2006-12), President and Chief Investment Officer at Merrill Lynch Investment Managers (1999-2006), and Chief Investment Officer at Oppenheimer Funds Inc. (1987-99). Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He  later went on to earn an MBA from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst® (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses. Bob dedicates his free time as choir director at his local church and also serves on a number of boards, including the Alliance of Confessing Evangelicals, Cairn University, Christianity. Today, Gordon Conwell Theological Seminary, Kingdom Advisors, The Lausanne Movement, Movement.org, New Canaan Society, and Word of Life Fellowship. Bob and his wife, Leslie, currently reside in Princeton, New Jersey, and have three children and three grandchildren. This presentation is valid for 1.0 PL credits. Valet parking is covered by CFA Houston. Please click on MORE INFORMATION to register.

Annual Forecast Dinner

Our Annual Forecast Dinner (AFD) is scheduled for  Wednesday, February 4, 2026 at the majestic River Oaks Country Club. Join us! Join CFA Houston for Our Annual Forecast Dinner!   Don’t miss CFA Houston’s signature event — the Annual Forecast Dinner ! Each year, more than 300 investment professionals gather for an evening of insights, connections, and celebration. 📅 Date: February 4, 2026 📍 Location: River Oaks Country Club 🍽️ Enjoy dinner and drinks while hearing from an expert panel discussion on what’s ahead for the markets and the economy. This event sells out every year , so be sure to register early! Interested in becoming a sponsor ? Reach out to Karina for details. Details will be posted about speakers as we have them finalized. Past presidents/committee members , please DO NOT register online. Reach out to Karina@amc-texas for your complimentary ticket. Table sponsorships are available by downloading a packet and returning the final page to [email protected].  You can find packets HERE     We have SOLD OUT the event for the past two years, so don't delay in purchasing your ticket or your table sponsorships.  Registration will open with early bird pricing on November 14, 2025. CFA Houston members and guests, click MORE INFORMATION to register! NOTE : You MUST fill out the page of information (name, company, etc) AFTER you pay to be registered. If you don't fill out that page, you are NOT registered (we won't have your name on our list) and will not be let in the event. Since we sell out, this is IMPERATIVE!!! Thank you.