Events Calendar

Neighborhood Network - Jersey Village

Join us for our first ever Neighborhood Network! Houston has crazy traffic and we want to bring CFA Houston to you. We will have light bites and drinks at Senate Avenue Brewing. CFA Houston members and guests, click MORE INFORMATION to register!

Neighborhood Network - The Woodlands

Join us for our Neighborhood Network - The Woodlands! Houston has crazy traffic and we want to bring CFA Houston to you. We will have light bites and drinks at Kirby Ice House - The Woodlands. CFA Houston members and guests, click MORE INFORMATION to register!

Welcome Back Social at Moonshine Deck

Join us for our first event of the 2024-2025 programming year! We will have light bites and drinks at Moonshine Deck with CFA Houston and FPA members and guests. Valet parking is available. CFA Houston members and guests, click MORE INFORMATION to register! FPA members, please register on your registration page.

Luncheon at Briar Club

Topic: The Future of Fixed Income Presentation Summary: The future of fixed income is anything but certain, with a number of pivotal events on the horizon. J.P. Morgan Asset Management’s Kay Herr will discuss the outlook for the economy, the implications that has for bond markets, and key risks to keep on the radar. She will also explore the role that fixed income plays in an overall portfolio and what a shift in monetary policy could mean for allocating to bonds. Speaker Details: Kay Herr, managing director , is the U.S. Chief Investment Officer for the Global Fixed Income, Currency, and Commodities team, responsible for all fixed income investment strategies in the U.S. Prior to becoming the U.S. CIO, Kay was the Head of Research for the GFICC team. Kay returned to Fixed Income in 2019 after having spent the prior 17 years in Equity Research, as a portfolio manager, research analyst, and Associate Director of Global Developed Market Equity Research.  An employee since 1999, Kay was a credit research analyst for investment grade and high yield securities in U.S. Fixed Income before moving to U.S. Equity in 2002.  Kay is a member of the Board of Trustees of the Children’s Hospital of Philadelphia and a member of the Investment Advisory Committee to the American Bankers Association. She holds a B.A. in economics from the University of Virginia, where she was an Echols Scholar, and an M.B.A. with distinction from New York University Stern School of Business. She is also a CFA charterholder.​ This presentation will give 1.0 of PL credit. Garage parking and valet parking are available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Book Club at Post Oak Grill

It's time to embark on another thrilling literary journey as we dive into the compelling story of " Super Pumped: The Battle for Uber " by Mike Isaac. Isaac’s captivating narrative takes us inside the rise and tumultuous journey of Uber, from its inception in a small San Francisco garage to its emergence as a global transportation powerhouse. The book explores the intense battles over corporate culture, leadership challenges, and fierce competition in the ride-sharing industry. Through the lens of key players, including founder Travis Kalanick, Isaac unveils the complexities of ambition, innovation, and the ethical dilemmas faced by the company. Join us as we unpack this fascinating saga of disruption and transformation in the tech world. Happy reading, and see you at the book club meeting! This is a members only event! CFA Houston members, click MORE INFORMATION to register!

Luncheon at Brennan's

Topic: Presentation Summary: Speaker Details: Omar Thowfeek Senior Managing Director, Fund Management Hines Omar Thowfeek is Chief Operating Officer of Hines Global Income Trust, as well as Senior Managing Director of Fund Management at Hines. He leads the underwriting and capital deployment efforts for all real estate acquisitions and is responsible for the execution of Hines Global Income Trust’s business plans and operations, including real estate and debt investments and portfolio strategy. Omar joined the firm in 2014 and assumed responsibility for international acquisitions and portfolio management for Hines Global Income Trust in 2017. During his tenure at Hines, he has underwritten over $20 billion in global real estate across multiple asset classes throughout the U.S., Europe and Asia. In addition to his responsibilities at Hines, Omar participates as a guest lecturer at the University of Texas at Austin and Rice University, and previously held positions at IDI Gazely (Brookfield) and Kimco Realty Corporation where, among other responsibilities, he underwrote potential acquisitions across multiple product types throughout the United States. This presentation will give 1.0 of PL credit. Valet parking is available and will be covered by CFA Houston for all members and guests. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

WIM - Social at Mutiny Wine Room

You won't want to miss the first WIM event of the 2024-2025 programming season! We will be chatting with author, Jamie Fiore Higgins, as she discusses her book " Bully Market: My Story of Money and Misogyny at Goldman Sachs".  Jamie Fiore Higgins became one of the few women at the highest ranks of Goldman Sachs. Spurred on by the obligation she felt to her working-class immigrant family, she rose through the ranks and saw it all: out-of-control, lavish parties flowing with never-ending drinks; affairs flouted in the office; rampant drug use; and most pervasively, a discriminatory culture that seemed designed to hold back the few women and people of color employed at the company.  Read more HERE This event will likely sell out, so don't wait to register! Valet parking is available and will be covered for CFA Houston members and guests. 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 is available for all CFA Houston for all members and guests. 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: Investment & Market Outlook for the Current Period Presentation Summary: Upon completion of this session, participants will be able to: 1.       Understand current economic and investment trends. 2.       Identify the themes and potential risks. 3.       What to do and watch for in the latter half of the year and into 2025. Attendees will learn: 1.       Economic and Investment Observations 2.       Market Outlook for rest of 2024 and into 2025 3.       Opportunities and Risks 4.       What to do? Speaker Details: ROBERT C. DOLL, CFA® Chief Executive Officer/Chief Investment Officer 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 also serves as portfolio manager for multiple Crossmark large-cap strategies. He utilizes 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 such as 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 (2012-2021) and Blackrock (2006-2012), President and Chief Investment Officer at Merrill Lynch Investment Managers (1999-2006), and Chief Investment Officer at Oppenheimer Funds, Inc. (1987-1999). Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He later went on to earn an M.B.A. 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 time as choir director at his local church and also serves or has served 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, National Christian Foundation, New Cannan Society, Princeton Healthcare System, and Word of Life Fellowship. Bob and his wife Leslie currently reside in Princeton, New Jersey and have three children and one grandchild. This presentation will give 1.0 of PL credit. Valet parking is available and will be covered by CFA Houston for all members and guests. 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 Details: This presentation will give 1.0 of PL credit. Valet parking is available and will be covered by CFA Houston for all members and guests. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Fall Social at Pinstripes

Join us for our fall social! Let's bowl, let's bowl, let's rock and roll! Don't love to bowl...join us anyways for a fun night with your CFA friends. Bowlers and non bowlers welcome! We will have light bites and drinks at Pinstripes with CFA Houston  members and guests. Parking Instructions: Kirby Collection Parking Garage 2600 Colquitt St. Houston, TX 77098 Your parking will be validated for self-parking. Upon entrance, enter your phone number at the kiosk - this will be your ticket number. Take the ramp up to the second floor and park anywhere there is not a “Reserved” sign. Find the blue wall that says “Elevator and Retail”, take the elevators down to the 1st floor and enter through our main entrance on Kirby Street. When you arrive, your host will give you a parking validation, hold onto this until you leave. Upon exit, you will enter your phone number and scan the validation barcode. CFA Houston members and guests, click MORE INFORMATION to register!

Luncheon at Brennan's

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Valet parking is available and will be covered by CFA Houston for all members and guests. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

WIM - Social at Location TBD

Join us for a WIM social! 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 Briar Club

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Garage parking and valet parking are available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Book Club at TBD

Book details coming soon. This is a members only event! CFA Houston members, click MORE INFORMATION to register!

Charter Dinner

Join us for our very special Charter Dinner to recognize our 2024 charterholders! This event is open to everyone that wants to help us honor and celebrate our new charterholders from 2024. New 2024 charterholders are invited to bring ONE guest free of charge to help celebrate the big accomplishment! About the speaker: If you are a RETURNING charterholder (you did NOT earn your charter in 2024 ) , please register using this link    If you are a NEW charterholder (you earned your charter in 2024), please register using this link   Remember, you must cancel your registration 24 hours before the event in order to avoid a no show fee. Reach out to [email protected]. Click on MORE INFORMATION to register!

Luncheon at Briar Club

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Garage parking and valet parking are available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Texas Hold 'Em Tournament

Join us for our final event of the 2024 programming year! We will have dinner and drinks at Maggiano's Post Oak with CFA Houston  members and guests. CFA Houston members and guests, click MORE INFORMATION to register!