Upcoming Events

Luncheon at Briar Club

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. Click MORE INFORMATION to register

Luncheon at Junior League

Topic: Presentation Summary: Speaker Details: 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

WIM - Galentine's Social

High Yield Hospitality: Happy Hour with CFAH President Jessica Seff, CFA It’s always the right time to invest in meaningful connections—celebrate with your CFA Women In Investment Management colleagues this Galentine’s season. This is a members only event. Come celebrate Galentine's season with us! Light bites and drinks will be served. 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: Presentation Summary: Speaker Details: 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

ZOOM Webinar

Topic: Summary: Speaker:

Luncheon at Brennan's

Topic Presentation Summary Speaker   This presentation is valid for 1.0 PL credits. Valet parking is covered by CFA Houston. Please click on MORE INFORMATION to register.

Pickleball Social

Join us for our first ever Pickleball Social. There are lots of options for this social....hangout with CFA friends, eat and drink, play pickleball, or watch others play pickleball. Truly, an option for everyone who wants to spend time with CFA Houston colleagues.  This event is open to CFA Houston members and their guests.  There is complimentary parking at PKL Social. Register by clicking on MORE INFORMATION!! Make sure to let us know if you are planning on playing so we have enough courts!

Luncheon at Briar Club

Topic: Join CFA Houston as we discuss all things Port of Houston with the CEO, Charlie Jenkins. Presentation Summary: Hear all about the nation’s number one port from Port Houston CEO Charlie Jenkins. Learn the history that shaped Houston’s port into the economic powerhouse it is today, the current port priorities, and the vision to keep our port competitive for decades to come. Speaker Details: Charlie Jenkins Chief Executive Officer Charlie Jenkins assumed the role of Chief Executive Officer in late August 2024. In this role, he oversees advocacy and stewardship of Houston’s port and the Houston Ship Channel, the nation’s busiest waterway. More than 200 public and private facilities conduct business alongside the Channel and together support $906 billion in annual economic value. Mr. Jenkins also oversees the efficient and effective operations of Port Houston’s public facilities, which handle a diverse range of imports and exports including container, general cargo, breakbulk, and bulk commodities and include the area’s largest breakbulk facilities and two of the most efficient container terminals in the nation. Mr. Jenkins has been with Port Houston for more than 34 years and has served in various capacities during his tenure. He started with the Port as the first intern the organization ever had. Throughout his Port Houston career, he has worked in several departments including container operations, strategic planning, environmental affairs, channel development, financial planning, Bayport Container Terminal, and the grants department. Most recently, he was the Chief Channel Infrastructure Officer, overseeing channel development, the partnership with the U.S. Army Corps of Engineers to maintain and improve the Houston Ship Channel, as well as the Port Houston Strategic Asset Management Program and GIS.   Mr. Jenkins is actively involved in several industry organizations. He is a Board Member of the Texas Ports Association, the Port Authority Advisory Committee, and the Greater Houston Port Bureau. Additionally, he serves on the Texas A&M University at Galveston’s Board of Visitors, where he is part of the Committee on Student Affairs. He is also a member of the H-GAC Transportation Policy Council.   An honors graduate of Texas A&M University at Galveston, Mr. Jenkins earned a bachelor’s degree in marine sciences and later completed his MBA at the University of Houston. He resides in the Clear Lake area with his wife, and they are proud parents of three and grandparents of two. 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

ZOOM Webinar

Topic: Summary: Speaker:

Luncheon at Brennan's

Topic Presentation Summary Speaker   This presentation is valid for 1.0 PL credits. Valet parking is covered by CFA Houston. Please click on MORE INFORMATION to register.

Book Club at Maggiano's Little Italy (Post Oak)

This is a members only event! CFA Houston members, click MORE INFORMATION to register!

Luncheon at Briar Club

Topic: “Wall Street has a new address – Y’All Street” Presentation Summary: There has been a significant shift over the last number of years for the center of capitalism moving from New York to Dallas. The Texas Stock Exchange is now the epicenter for the future growth in the Texas market in capital markets. They are the only fully integrated national securities exchange headquartered in Dallas and will begin operating in 2026. Speaker Details: Jeff Karcher TXSE Jeff brings more than three decades of experience in U.S. equity markets and international equity research. Prior to joining TXSE, Jeff spent nine years leading the listings business at the New York Stock Exchange in the southeast. He joined NYSE after spending almost 30 years working in capital markets in a variety of business development, research management, and product development roles. Jeff has his CETF® certification and had been active in the Atlanta regional business community and now in the Dallas area. Jeff has recently joined the Board of Directors for Visit Dallas, is President of the Atlanta Chapter for the National Investor Relations Institute (NIRI) and is a Board Member of PurTera IT, a privately held IT infrastructure services provider. Jeff is a graduate of the University of Cincinnati, where he received a BBA in finance.   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

Luncheon at Brennan's

Topic Presentation Summary Speaker   This presentation is valid for 1.0 PL credits. Valet parking is covered by CFA Houston. Please click on MORE INFORMATION to register.

Annual Meeting and Social Night at Junior League

Topic: Presentation Summary: Speaker Details: 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