Upcoming Events

Events Calendar


  • Thursday
    18
    April

    Book Club - Post Oak Grill

    Apr 18, 06:30 PM - 08:30 PM (CT)
    Join us for book club at Post Oak Grill. This is a members only event!! It's time to embark on another literary journey, this time delving into the intriguing world of finance with " Invested: Changing Forever the Way Americans Invest" by Charles Schwab. Schwab's deeply personal memoir takes us through his remarkable journey, from overcoming dyslexia to founding his company in the 1970s amidst financial challenges. Through highs and lows, including game-changing mergers and market collapses, Schwab's story of resilience and innovation offers valuable insights and lifelong principles for readers. Join us as we explore Schwab's extraordinary tale of success and learn about the values that have made his company one of the leading financial services firms today. Happy reading, and see you at the book club meeting!   Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected]. Register by clicking on MORE INFORMATION and following the prompts!!!
    Houston, TX, United States

  • Wednesday
    24
    April

    Luncheon at Briar Club - U.S. Market Outlook for 2024 and Beyond

    Apr 24, 11:30 AM - 01:00 PM (CT)
    Join us for a luncheon at The Briar Club. Topic: U.S. market outlook for 2024 and beyond How the potential Fed easing cycle and election cycle could impact the stock market of the short term and intermediate term. Why chronic fiscal deficits, demographics, reshoring, and other secular forces will drive Fed policy, inflation, and markets. Applying cycles via a data-driven approach to position portfolios by asset class, styles, and sector. Speaker: Ed Clissold, CFA Chief US Markets Strategist Ned Davis Research Ed Clissold and his team are responsible for the firm’s U.S. equity, style, sector and equity theme analysis. They do so via a combination of a top-down analysis of the macroeconomic and fundamental environments and a bottom-up analysis of factors specific to the asset class, market cap, style, sector, or theme. He and his team also provide in-depth macro research on fundamental topics such as earnings, dividends, and cash flow. Ed writes several  U.S. Strategy  publications, which provide an intermediate-term outlook on U.S. markets via a combination of top-down and bottom-up analyses. He also writes a quarterly Benchmarks report, which analyzes the attribution of returns across asset classes, sectors, market cap, and styles. Ed’s market commentary is often quoted in  The Wall Street Journal ,  Barron’s , and other financial publications. Ed has held a number of other positions since joining the firm in 2002, including Global Equity Strategist, Senior Global Analyst in the Global Asset Allocation group, and Analyst in the Custom Research Services department. Previously, Ed worked at Strong Capital Management and as a Market Strategist at J.C. Bradford & Co. Ed is a CFA charterholder, a M agna Cum Laude  graduate in Economics from Transylvania University, and has earned his Masters in Business Administration in Finance, with distinction, from Indiana University (Kelley). Garage parking and valet parking is available for all CFA Houston members and guests. Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected]. Register by clicking on MORE INFORMATION and following the prompts!!!
    Houston, TX, United States

  • Wednesday
    8
    May

    Luncheon at Briar Club - Unlock the Hidden Value: Investing in Owner-Operator Companies

    May 8, 11:30 AM - 01:00 PM (CT)
    Join us for a luncheon at The Briar Club. Topic: Unlock the Hidden Value: Investing in Owner-Operator Companies Bill Nolin, the mastermind behind the Morningstar Gold-rated Principal Midcap fund, skillfully navigates the complexities of investing, guided by a powerful strategy: owner-operator firms. By favoring firms still run by their founders, or at least where executives behave like founders, Bill has built an incredible 25-year track record that ranks near the top of his peer group.  Join us on May 8th for an insightful session where Bill will share his insights on why owner-operators tend to make better business decisions and how that can benefit long-term investors.  As the chief investment officer for Aligned Investors, an investment boutique of Principal, Bill's expertise spans decades. Leading the Aligned MidCap strategy since 1999 and introducing the Aligned Blue Chip strategy in 2012, his approach remains unparalleled. As of March 31, Bill’s team managed more than $57 billion across the two strategies.  Bill joined Principal in 1993 in corporate credit research and transitioned to equities research in 1996. He earned an MBA from the Yale School of Management and a bachelor’s degree in finance from the University of Iowa. Bill is a CFA charterholder and a member of the CFA Institute.  Speaker: Bill Nolin Chief Investment Officer Aligned Investors Bill Nolin is the Chief Investment Officer for Aligned Investors, an investment boutique of Principal. He has served as lead portfolio manager of the Aligned MidCap strategy since 1999. Bill and his team subsequently introduced the Aligned Blue Chip strategy in 2012, utilizing the same philosophy and process while extending the team’s reach to larger companies. Bill joined Principal in 1993 in corporate credit research and transitioned to equities research in 1996. He earned an MBA from the Yale School of Management, and a bachelor’s degree in finance from the University of Iowa. Bill is a CFA charterholder and a member of the CFA Institute.  Garage parking and valet parking is available for all CFA Houston members and guests. Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected]. Register by clicking on MORE INFORMATION and following the prompts!!!
    Houston, TX, United States

  • Tuesday
    14
    May

    WIM Spring Social - Mutiny Wine Room

    May 14, 05:30 PM - 07:30 PM (CT)
    This event isn't just for women...everyone is welcome! Heavy appetizers and plenty of wine will be provided! Join us Valet parking is available for all CFA Houston members and guests. Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected]. Register by clicking on MORE INFORMATION and following the prompts!!!
    Houston, TX, United States

  • Wednesday
    22
    May

    Annual Meeting and Casino Night at Junior League

    May 22, 05:30 PM - 08:30 PM (CT)
    Join us for a our Annual Meeting and Casino Night! Timeline for the evening: Networking/Check In: 5:30-6:00pm Annual Meeting and Dinner: 6:00pm - 6:30pm Gaming starts at 6:30pm Complimentary garage parking is available for all CFA Houston members and guests. Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected]. Register by clicking on MORE INFORMATION and following the prompts!!!
    Houston, TX, United States

CFAH holds educational luncheons and events from September through May. Our meetings are routinely suspended for June, July, and August. Check your dates, times, and locations carefully for each event. They do vary. We hope the calendar flexibility will offer our members more opportunities to join us.

This events list reflects the current dates events are planned. If a date is not noted, then no event is planned for the date.

Cancellation Policy: You must cancel your reservation 24 hours in advance in order to avoid the No-Show rate of $20.00. Please contact Karina at [email protected]