Upcoming Events

Events Calendar


  • 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!! 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 -

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

  • 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]