Upcoming Events

Luncheon at Briar Club

Topic: Economic Update and Fixed Income Outlook with Andrew Hsu from DoubleLine Presentation Summary: Andrew Hsu, Portfolio Manager at DoubleLine, will share his outlook for the U.S. economy and fixed income markets, highlighting key macroeconomic trends shaping the investment landscape. He will discuss the trajectory of growth, inflation, and interest rates, as well as the implications for Federal Reserve policy and broader credit conditions. Hsu will also explore how these dynamics are influencing opportunities across various fixed income sectors, with a focus on positioning portfolios in a higher-for-longer rate environment. The discussion will conclude with perspectives on risk management, market volatility, and audience Q&A. Speaker Details: Andrew Hsu, CFA Portfolio Manager, Structured Products DoubleLine Mr. Hsu joined DoubleLine at its inception in 2009. He oversees the Asset-Backed Securities team and serves as a Portfolio Manager for the DoubleLine Total Return and ABS/Infrastructure Income strategies. Mr. Hsu is a permanent member of the Fixed Income Asset Allocation and Structured Products committees. Prior to that, he was responsible for analysis and trading of structured products, where his focus included residential MBS and ABS transactions. Mr. Hsu’s responsibilities have also included structuring and negotiating terms on new-issue transactions and forming strategic partnerships with issuing entities in order to participate in key transactions. Prior to DoubleLine, he worked at TCW from 2002, where he focused on credit analysis for structured product securities and co-managed two structured product funds centered on debt and equity investments. During that time, Mr. Hsu was actively involved with portfolio management decisions and investment analysis, including reverse engineering complex CDO/CLO structures. He holds a B.S. in Finance from the University of Southern California and is a CFA® charterholder. 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. Click MORE INFORMATION to register

Luncheon at Junior League

Topic: Navigating Economic Crosscurrents: The Outlook for 2026 and Implications for the Fed and Financial Markets Presentation Summary: Rob Kaplan, Goldman Sachs Vice Chairman and Former Dallas Fed President, will share his outlook for the US economy in 2026 and beyond. Kaplan will discuss the implications of the economic outlook for Fed as the FOMC deliberates on the path of monetary policy. He will also explain what changes may be expected as the composition of the FOMC evolves. His remarks will conclude with a discussion of the outlook for various asset classes and audience Q&A. Speaker Details: Rob Kaplan is Vice Chairman of Goldman Sachs and a member of the Management Committee. Previously, Mr. Kaplan served as President and CEO of the Federal Reserve Bank of Dallas. Before joining the Fed, he was the Martin Marshall Professor of Management Practice and Senior Associate Dean at Harvard Business School (HBS). Mr. Kaplan initially joined Goldman Sachs in 1983 and became a Partner in 1990. In 2002, he became Vice Chairman of the firm with global responsibility for the Investment Banking and Investment Management Divisions. He also served as Co-Chair of the Partnership Committee and Chair of the Goldman Sachs Pine Street Leadership Program. In 1998, Mr. Kaplan became Global Co-Head of Investment Banking and a member of the Management Committee. His previous roles included serving as Head of Asia Pacific Investment Banking, Co-Chief operating officer of global Investment Banking and Head of the Americas Corporate Finance Department. Mr. Kaplan retired from the firm in 2006 to join HBS, becoming a Senior Director at that time.  Mr. Kaplan is Chairman of Project ALS and Co-Chairman of the Draper Richards Kaplan Foundation. He is a board member of Harvard Medical School and St. Mark’s School of Texas, and is a member of the George W. Bush Institute’s Advisory Council. He is also an Advisory Board member of the Baker Institute. He serves on the Bipartisan Policy Center President’s Council and on the Board of Directors at The Holdsworth Center. Mr. Kaplan is the author of three books on leadership, What You Really Need to Lead, What You’re Really Meant To Do, and What to Ask the Person in the Mirror. This presentation will give 1.0 of PL credit. Complimentary garage parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Coffee Social

  Start your morning with us! ☕ Stop by Empire Café on your way to work, grab a cup of coffee, and connect with CFA colleagues before the day gets busy. It’s a great chance to catch up, share ideas, and start the day off right. 📅 May 6 ⏰ 8:00 – 9:00 AM Swing in, say hello, and enjoy a relaxed morning with fellow CFA friends. We hope to see you there! There is plenty of free parking at Empire Cafe. Join us! Please click on MORE INFORMATION to register.

Annual Meeting and Trivia Night at Junior League

Join CFA Houston for our final event of the 2025–2026 programming year ! We’ll gather for an evening of dinner, drinks, and team trivia , along with the CFA Houston Annual Meeting . It’s the perfect opportunity to connect with fellow members, celebrate the year, and test your trivia knowledge with friends and colleagues. 📅 Thursday, May 14 📍 Junior League All members are welcome to attend, and are welcome to bring a plus one . You will select ONE member ticket and then the second screen will prompt you to enter your plus one's info. **Make sure you fill out BOTH screens and input your plus one's name/company/dietary restrictions** CFA non members can purchase a guest ticket. Bring your competitive spirit and join us for a fun night of networking, laughter, and a little friendly trivia competition. Prizes will be given to the team that wins! We hope to see you there! Gaming starts at 6:30pm. Complimentary garage parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register