Upcoming Events

Events Calendar


  • Wednesday
    28
    February

    ZOOM Webinar - Vanguard Economic and Market Outlook for 2024: A Return to Sound Money

    Feb 28, 12:00 PM - 01:00 PM (CT)
    Join us for a ZOOM webinar! Topic: Vanguard Economic and Market Outlook for 2024: A Return to Sound Money  An era of higher interest rates marks a return to sound money. Hear more of Vanguard's 2024 views in this presentation. Speaker: Liz Muirhead, CFA Senior Portfolio Specialist Vanguard Financial Advisor Services Liz Muirhead, CFA, is a senior portfolio specialist with Vanguard Financial Advisor Services™, where she consults with advisors on investment thought leadership and the full range of Vanguard’s investment solutions. Before her current role, Ms. Muirhead held various roles in Vanguard Portfolio Review Department, most recently as a senior investment director in the oversight and search team, responsible for investment manager search, selection, and oversight. Prior to that, she held various leadership positions in Vanguard Fund Financial Services, working with international fund analysis, fixed income security data and pricing, domestic equity accounting, and fixed income accounting. Ms. Muirhead earned a B.S. from Millersville University. A CFA® charterholder and member of the CFA Society of Philadelphia, she holds FINRA Series 6, 7, and 63 licenses.

  • Wednesday
    6
    March

    Luncheon at Briar Club - Rob Harvey from Dimensional Fund Advisors

    Mar 6, 11:30 AM - 01:00 PM (CT)
    Join us for a luncheon at The Briar Club. Topic: "Indexing is Active" Investors have increasingly adopted indexing as part of their mix of investments due in part to the low relative fees and the fact that traditional active managers have had a hard time consistently beating indices over time. Upon a deeper look, indices make many active decisions but do so within a rigid set of rules. This presentation evaluates many of these decisions, examines the total costs associated with a rigid process, and proposes a thoughtful and time-tested alternative. Speaker: Rob Harvey, CFA Vice President  and Sr. Investment Strategist Dimensional Fund Advisors Rob Harvey, an Austin-based Senior Investment Strategist and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team. Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program. Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® charterholder. 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

  • Thursday
    7
    March

    Book Club - Post Oak Grill

    Mar 7, 06:30 PM - 08:30 PM (CT)
    Join us for book club at Post Oak Grill. This is a members only event!! After an enriching discussion on "Leadership Is Language," our next literary journey takes us into the intriguing world of " Going Infinite: The Rise and Fall of a New Tycoon " by Michael Lewis, his newest book!   In this latest masterpiece, Michael Lewis, renowned for his insightful storytelling, takes us on a journey through the intricate landscape of success and downfall in the business world. As we delve into the story of a new tycoon, Lewis unveils the complexities and lessons embedded in their rise and fall.   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
    20
    March

    Luncheon at Brennan's - Why Bonds: When Volatility Meets Opportunity - ML version

    Mar 20, 11:30 AM - 01:00 PM (CT)
    Join us for a luncheon at Brennan's of Houston. Topic: Why Bonds: When Volatility Meets Opportunity - ML version In this presentation, we will cover how to p ut recent bond market volatility in perspective and recognizing the potential opportunity. Speaker: James Myers, CFA Principal PGIM Investments James Meyers, CFA, is a principal and portfolio strategist for PGIM Fixed Income. James is responsible for providing financial advisors and their clients with detailed insight into the investment process, sector allocation and security selection strategy, and risk management frameworks for PGIM Fixed Income managed portfolios. He also provides financial advisors and their clients with the current market outlook, tactical positioning, and strategic views of PGIM Fixed Income investment teams. Before joining PGIM Fixed Income in 2018, James was the head of fixed income ETF strategy for PowerShares by Invesco. Previously, he was a multi-sector portfolio manager at Hartford Investment Management Company managing fixed income portfolios for institutional clients, retail funds, and internal general account mandates. Earlier in his career, James spent five years as a fixed income and FX investment strategist for Citigroup Smith Barney, focused on retail and private bank clients. Prior positions held by James include fixed income index analyst and fixed income portfolio assistant. James received a BS in finance and management from the Stern Undergraduate School of Business at New York University. James holds the Chartered Financial Analyst (CFA) designation and is a member of the Stamford Society of Security Analysts. Valet parking, covered by CFA Houston, 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
    26
    March

    Spring Social - Flight Club

    Mar 26, 05:30 PM - 07:30 PM (CT)
    Join us for our Spring Social! This is a Tuesday night event!!!  Back by popular demand, join us for a fun and competitive night of darts. No experience necessary! Heavy apps and drinks will be served. We will be at Flight Club from 5:30 - 7:30pm. Members and guests are welcome! 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
    3
    April

    Luncheon at Brennan's - Building a Better Houston: Addressing the City’s Financial Challenges and En

    Apr 3, 11:30 AM - 01:00 PM (CT)
    Join us for a luncheon at Brennan's of Houston. Topic: Building a Better Houston: Addressing the City’s Financial Challenges and Enhancing Quality of Life for All Speaker: City Controller, Chris Hollins Chris Hollins is a native Houstonian who has served as Houston City Controller since January 2024. As the independently elected Chief Financial Officer of the nation’s fourth-largest city, Controller Hollins provides oversight of a budget exceeding $6 billion and manages the City’s $6 billion investment and $14 billion debt portfolios. Hollins is deeply committed to transparency, fiscal responsibility, and results-driven operations, using his office’s auditing authority to bring new ideas and best practices to City departments that result in cost savings and a higher standard of service to Houston residents. Prior to his service as City Controller, Hollins led the 2020 elections effort in Harris County as County Clerk, gaining national acclaim for protecting and expanding voting rights for 2.5 million Houston-area voters during the most important election of our lifetime. Hollins’s innovations – which included drive-thru voting, 24-hour voting, online mail ballot tracking, and tripling the number of early voting centers – led to eye-popping record voter turnout despite the ongoing global pandemic. Hollins holds a Bachelor of Arts with Phi Beta Kappa honors from Morehouse College and completed a joint program with Yale Law School and Harvard Business School, earning both his Juris Doctor and Master of Business Administration degrees. Hollins is admitted to the State Bar of Texas and Federal Courts for the Southern District of Texas. Before being elected Houston City Controller, he was the Principal Attorney at Hollins Law Group PLLC. Hollins spent the bulk of his career as a management consultant with McKinsey & Company, where he was dedicated to helping large government agencies transform their operations to better achieve their missions and meet the needs of those they were entrusted to serve. Hollins and his wife, Morgan, live in Houston’s Third Ward with their daughter, Vivian, and their son, George. The Hollins family attends Wheeler Avenue Baptist Church.   Valet parking, covered by CFA Houston, 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

  • Thursday
    4
    April

    WIM - Lucia Martinez - Fireside Chat with Lucia Martinez, CFA, Leadership Advisor with Russell Reyno

    Apr 4, 05:00 PM - 07:00 PM (CT)
    Join us for our WIM event at Backstreet Cafe! This is not only for women....everyone is welcome! Topic: Private Equity Talent Strategies for attracting Finance Leadership About the speaker: Lucia Martinez, CFA Leadership Advisor Russell Reynolds Associates Lucía Martínez is a member of the Corporate Officers practice where she specializes in recruiting and assessing talent for Chief Executive Officer, Chief Financial Officer, and other C-suite level executives for privately-held and publicly traded companies. Lucía is based in Houston, Texas, and serves clients in a range of industries including oil and gas, industrial, technology and financial services. Lucía has over twenty years of energy corporate banking experience and has a demonstrated track record in providing financial advisory across multiple segments of energy value chain. Lucía joined Russell Reynolds Associates from Greensill Capital, where she built out the firm’s energy practice in Houston. Previously, she spent over a decade at Standard Chartered Bank in a variety of leadership roles, most recently as the head of energy and natural resources for the Americas region.  Lucía holds a BA in Finance and Marketing from Texas A&M University. Lucía is a CFA Charterholder . Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to [email protected]. Valet parking is available at Backstreet Cafe for all guests. Register by clicking on MORE INFORMATION and following the prompts!!!
    Houston, TX, United States

  • Wednesday
    10
    April

    Luncheon at Briar Club -

    Apr 10, 11:30 AM - 01:00 PM (CT)
    Join us for a luncheon at The Briar Club. Topic: Speaker: M 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
    17
    April

    ZOOM Webinar - A View from Washington - Geopolitics and Events Impacting Investors with Frank Kelly

    Apr 17, 12:00 PM - 01:00 PM (CT)
    Join us for a ZOOM webinar! Topic: A View from Washington - Geopolitics and Events Impacting Investors   Geopolitical risk creates uncertainty, which can have a direct impact on stock and bond markets. Frank Kelly offers his expert insight on the latest political news and events from Washington and around the world, including 2024 Presidential Elections in the U.S. and other key countries, as well as global conflicts such as Ukraine-Russia, Israel-Hamas and U.S. aid. Learn about the potential effects on the markets and what to watch for in the year ahead.   Speaker: Frank Kelly Founder and Managing Partner Fulcrum Macro Advisors, LLC Frank is the Founder and Managing Partner of Fulcrum Macro Advisors LLC, a political risk advisory firm based in Washington, DC.  Having worked as a senior executive on Wall Street for close to 30 years as well as having served in senior government roles, Frank brings extensive global experience and insight into the public policy decision-making process and its impact on global markets.  Frank began his career as a writer for President Ronald Reagan and went on to serve in the White House Office of Political Affairs. He remained at the White House serving as a writer for President George H.W. Bush. Frank then went to Justice Department in the Office of Policy Development focusing on national security and international issues. From there, Frank went to the US Securities and Exchange Commission serving as the Senior Policy Advisor to the Chairman and Chief Spokesman for the Commission.  He then joined Merrill Lynch in New York serving as Chief of Staff and Global Head of Marketing for Investment Banking, Sales & Trading. He returned to Washington DC to establish and run Charles Schwab & Co.’s first Global Government & Regulatory Affairs operation. He also served as the firm’s first Chief Political Strategist.  Frank joined Deutsche Bank in 2003 as the Bank’s first Head of Government Affairs and Chief Political Strategist. In this role he advised the Bank’s top institutional clients globally on US and geopolitical issues. He also had extensive experience in mergers and acquisitions, establishing the Bank’s Direct Investment Advisory Group (DIAG), advising clients on sensitive national and economic security related mergers and acquisitions.  Frank is a Senior Advisor to  The Scowcroft Group , a global business advisory firm with an emphasis on emerging markets. He is also an adjunct professor at  The Catholic University School of Business this fall where he will teaching coursework on Business Intelligence. He is a member of the Council on Foreign Relations, the International Institute for Strategic Studies, the American Council on Germany and American Institute for Contemporary German Studies. He also serves as Vice Chair of the Jerome Lejeune Foundation of America.  Frank resides outside Washington DC in Great Falls, Virginia with his wife, Maura, on their working farm,  Open Door Farm . 

  • 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!!   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 -

    Apr 24, 11:30 AM - 01:00 PM (CT)
    Join us for a luncheon at The Briar Club. Topic: Speaker:   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
    1
    May

    ZOOM Webinar

    May 1, 12:00 PM - 01:00 PM (CT)
    Join us for a ZOOM webinar! Topic: Speaker: Register by clicking on MORE INFORMATION and following the prompts!!!

  • Wednesday
    8
    May

    Luncheon at Briar Club -

    May 8, 11:30 AM - 01:00 PM (CT)
    Join us for a luncheon at The Briar Club. Topic: Speaker: Mar Wyn 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
    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]