Luncheon at Briar Club

When:  Feb 11, 2026 from 11:30 AM to 01:00 PM (CT)
Associated with  CFA Society Houston

Topic:

The Upside Surprise

Presentation Summary:

2026 is already off to a volatile start, but recent history has demonstrated that investors should not discount upside surprises in the U.S. economy or markets. Afterall, 2026 could bring modest further Fed easing, fiscal stimulus from higher tax refunds, and continued AI innovation and investment. Together, these dynamics may extend the rally and continue to present compelling investment opportunities across equities, bonds, and alternatives.


Speaker Details:

Meera Pandit, Executive Director, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retail clients, conducting research on the global economy and capital markets, with a focus on U.S. equities. She is also responsible for publications such as the Guide to the Markets.
Meera is also a frequent guest on Bloomberg, Yahoo! Finance, CNBC, CNN, and other financial news outlets and is often quoted in the financial press.
Meera joined the firm in 2011 as an analyst in J.P. Morgan’s Private Bank in New York, where she served ultra-high and high-net worth clients. She has also held business strategy roles in Asset Management in New York and London. 
Meera earned a B.A. in English from Tufts University and holds Series 7 and 63 licenses. She is a CFA charterholder. Meera was featured as Market Watch’s “Forecaster of the Month” in February 2020.

This presentation will give 1.0 of PL credit.

Garage and valet parking available.

To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration.

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Location

Briar Club
2603 Timmons Lane
Houston, TX 77027