Upcoming Events

Events Calendar


  • Wednesday
    6
    November

    ZOOM Webinar

    Nov 6, 12:00 PM - 01:00 PM (CT)
    Topic: Emerging Markets: Why Bother? Summary: The presentation will provide an overview of Emerging Markets returns, relative to Developed Markets, since the asset class's inception in 1987. It will debunk some of the misconceptions about EM, the touch on current challenges like geopolitics and capital flows, highlight a select handful of stock-specific opportunities, and focus on the broader investment themes that we believe are likely to drive the next decade of returns. We will also provide a brief introduction to Baillie Gifford at the firm-level and our Emerging Markets team’s overarching investment philosophy & process. Speaker: Ben Durrant, CFA Investment Manager Baillie Gifford Ben is an investment manager in the Emerging Markets Equity Team. He has managed the Pacific Fund since 2021 and became deputy manager of the Pacific Horizon Investment Trust in 2023. He joined Baillie Gifford in 2017, and has also worked in our UK, Global Discovery and Private Companies equity teams. Prior to joining the firm, he worked for RBS in their Group Strategy and Corporate Finance Team. Ben is a Chartered Accountant and a CFA Charterholder, and graduated BSc (Hons) in mathematics from the University of Edinburgh in 2012.

  • Wednesday
    13
    November

    Luncheon at Briar Club

    Nov 13, 11:30 AM - 01:00 PM (CT)
    Topic: Crypto in the Lone Star State: Navigating Digital Assets and Their Impact on Texas  Presentation Summary: Join us for an insightful panel discussion, " Crypto in the Lone Star State: Navigating Digital Assets and Their Impact on Texas," co-hosted with Grayscale Asset Management. This event is designed for financial professionals eager to deepen their understanding of cryptocurrency and its growing influence in Texas.  The panel will begin with a broad discussion on the state of crypto, narrowing down to specific issues like the impact of Bitcoin mining on the Texas grid and the economic implications for the state. We’ll also address public skepticism and the future of crypto in Texas, followed by an interactive Q&A session.  Don’t miss this opportunity to gain valuable insights into the intersection of digital assets and Texas’ economy, energy, and financial sectors.  Speaker Details: Zach Pandl is the Head of Research at Grayscale Investments. Prior to joining Grayscale Zach worked as a macroeconomist and markets strategist at a variety of Wall Street firms, including Goldman Sachs, Nomura Securities, and Lehman Brothers. Zach holds a bachelor’s degree in international economics from the University of St. Thomas and a master’s degree in economics from New York University.   Lee Bratcher is the President and Founder of the Texas Blockchain Council. The Texas Blockchain Council is an industry association with more than 100 member companies and hundreds of individuals that seek to make Texas the jurisdiction of choice for Bitcoin and blockchain innovation. The TBC helped to research two pieces of blockchain legislation that were passed in the 87 th Legislative session and an additional two bills in the 88 th Session that were signed into effect by Governor Abbott. Lee and the TBC team have a specific focus on the regulatory environment around Bitcoin mining in Texas. The TBC hosts the North American Blockchain Summit at which speakers like Vivek Ramaswamy, RFK Jr., Senator Ted Cruz, Senator Cynthia Lummis and SEC Commissioner Hester Peirce address sold-out audiences. Formerly, Lee was a political science professor at Dallas Baptist University teaching international relations with a research emphasis on property rights. Lee was awarded a master’s in International Relations from St. Mary’s University and a Ph.D. from UT Dallas with a research emphasis on blockchain land registries. Lee lives in Richardson, TX with his wife Becca and their three daughters. Phil Stanley has a passion for developing innovative strategies for his clients.  He founded the firm in response to the client demand for access to a variety of planning and investment solutions all in one place. He is a Financial Advisor that holds his series 7, 66 and Life/Health Insurance licenses.  Phil graduated from Texas A&M University with a Bachelor's in Corporate Communications. Phil is a proud father and enjoys spending time with his family, friends, mountain biking, and contributing to his community. 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
    Houston, TX, United States

  • Thursday
    14
    November

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

    Nov 14, 06:30 PM - 08:30 PM (CT)
    Join us as we discuss our second book of the 2024-2025 programming year! This is a members only event! CFA Houston members, click MORE INFORMATION to register!
    Houston, TX, United States

  • Wednesday
    20
    November

    Charter Dinner

    Nov 20, 05:30 PM - 08:30 PM (CT)
    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 this year. New 2024 charterholders are invited to bring ONE guest free of charge to help celebrate the big accomplishment! Please register with [email protected]. About the speaker: Leah Bennett joined Westwood Holdings Group (WHG) in 2016 and is president of Westwood Wealth Management. WHG manages approximately $17 billion in assets. Leah is the lead portfolio manager on a variety of investment strategies for the firm (totaling $1 billion in AUM), including tax managed Select Equity, High Alpha and an Electric Vehicle strategy. Her experience in the investment industry is extensive. Prior to Westwood, she held positions as managing director and chief investment officer at King Investment Advisors, Inc.; research analyst for Capital Research & Management; and co-chief investment officer at South Texas Money Management. Leah was a member of the CFA Global Board of Governors from July 2017 through 2022, where she managed the Society Partnership Advisory Committee and contributed to the Audit and Risk Committee. She co-founded both the CFA Institute Global Research Challenge and the CFA Women in Investment Management project.   Currently, Leah serves on the board of directors for the Girl Scouts of San Jacinto Council; the Investment and Executive Committees for CHRISTUS Foundation for Healthcare; and is on the Executive Committee for Performing Arts Houston. She is a member of Houston 01. She earned her BS in economics from Texas A&M University.   Leah loves spending time with her family and enjoys collecting art. In her free time, you'll likely find her on the tennis court or planning her next hiking adventure. If you are a RETURNING charterholder (you did NOT earn your charter in 2024 ) , or a guest, please register using the link below. Click on MORE INFORMATION to register.    If you are a NEW charterholder (you earned your charter in 2024), please register by contacting [email protected]. New charterholders, please also register your ONE guest with Karina.  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!
    Houston, TX, United States

  • Thursday
    21
    November

    WIM - Social at Caracol

    Nov 21, 05:30 PM - 07:30 PM (CT)
    Join us for a WIM social! Heavy apps and delicious cocktails will be shared while you chat and catch up with your CFA Houston colleagues. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    4
    December

    Luncheon at Briar Club

    Dec 4, 11:30 AM - 01:00 PM (CT)
    Topic: Mastering Portfolio Construction: Key Strategies and Common Pitfalls Presentation Summary: Join CFA Society Houston for an exclusive session with Andy Kapyrin, CFA, Partner and Head of Portfolio Construction at Corient, as he shares key strategies for building successful multi-asset class portfolios and avoiding common investor mistakes. Andy will cover how to identify and size investment opportunities, assess performance, and ensure that diverse ideas work together to create a balanced, high-performing portfolio. As Warren Buffett wisely noted, "Risk comes from not knowing what you're doing." This session will emphasize the importance of understanding your investments and applying a disciplined portfolio approach. Speaker Details: Andy Kaprin Partner and Head of Portfolio Construction Corient As Partner and Head of Portfolio Construction, Andy serves on Corient’s national investment committee, which oversees the firm’s $170 billion investment platform. His insights, spanning all major asset classes—fixed income, equities, and alternatives—are regularly featured in CNBC, Bloomberg TV, and The Wall Street Journal. Andy holds a BA in Economics and Political Science from Drew University, is a Chartered Financial Analyst (CFA) charterholder, and a member of CFA Society New York. 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
    Houston, TX, United States

  • Monday
    9
    December

    Texas Hold 'Em Tournament

    Dec 9, 05:30 PM - 08:30 PM (CT)
    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!
    Houston, TX, United States

  • Wednesday
    15
    January

    Luncheon at Junior League

    Jan 15, 11:30 AM - 01:00 PM (CT)
    Topic:   Presentation Summary: Speaker Details:   This presentation will give 1.0 of PL credit. Complimentary garage parking is available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    22
    January

    ZOOM Webinar

    Jan 22, 12:00 PM - 01:00 PM (CT)
    Topic: Summary: Speaker:

  • Wednesday
    29
    January

    Luncheon at Junior League

    Jan 29, 11:30 AM - 01:00 PM (CT)
    Topic:   Presentation Summary: Speaker Details:   This presentation will give 1.0 of PL credit. Complimentary garage parking is available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    5
    February

    Annual Forecast Dinner - River Oaks Country Club

    Feb 5, 05:30 PM - 08:30 PM (CT)
    Topic:   Presentation Summary: Speaker Details:   This presentation will give 1.0 of PL credit. Complimentary garage parking is available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    12
    February

    Luncheon at Briar Club

    Feb 12, 11:30 AM - 01:00 PM (CT)
    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
    Houston, TX, United States

  • Thursday
    13
    February

    WIM - Social at Brennan's

    Feb 13, 05:30 PM - 07:30 PM (CT)
    Join us for a WIM social! Heavy apps and delicious cocktails will be shared while you chat and catch up with your CFA Houston colleagues. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    19
    February

    Luncheon at Junior League

    Feb 19, 11:30 AM - 01:00 PM (CT)
    Topic:   Presentation Summary: Speaker Details:   This presentation will give 1.0 of PL credit. Complimentary garage parking is available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Thursday
    20
    February

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

    Feb 20, 06:30 PM - 08:30 PM (CT)
    Join us as we discuss our third book of the 2024-2025 programming year! This is a members only event! CFA Houston members, click MORE INFORMATION to register!
    Houston, TX, United States

  • Wednesday
    26
    February

    Luncheon at Junior League

    Feb 26, 11:30 AM - 01:00 PM (CT)
    Topic:   Presentation Summary: Speaker Details:   This presentation will give 1.0 of PL credit. Complimentary garage parking is available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    5
    March

    ZOOM Webinar

    Mar 5, 12:00 PM - 01:00 PM (CT)
    Topic: Summary: Speaker:

  • Wednesday
    19
    March

    Luncheon at Junior League

    Mar 19, 11:30 AM - 01:00 PM (CT)
    Topic:   Presentation Summary: Speaker Details:   This presentation will give 1.0 of PL credit. Complimentary garage parking is available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    26
    March

    Spring Social at TBD

    Mar 26, 05:30 PM - 07:30 PM (CT)
    Join us for our spring social! Heavy apps and delicious cocktails will be shared while you chat and catch up with your CFA Houston colleagues. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Tuesday
    1
    April

    WIM - Social at Annabelle Brasserie

    Apr 1, 05:30 PM - 07:30 PM (CT)
    Join us for a WIM social! Heavy apps and delicious cocktails will be shared while you chat and catch up with your CFA Houston colleagues. This event is being generously co hosted by Victory Capital! Thank you for the support. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    2
    April

    ZOOM Webinar

    Apr 2, 12:00 PM - 01:00 PM (CT)
    Topic: Summary: Speaker:

  • Wednesday
    9
    April

    Luncheon at Brennan's

    Apr 9, 11:30 AM - 01:00 PM (CT)
    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. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    16
    April

    Luncheon at Junior League

    Apr 16, 11:30 AM - 01:00 PM (CT)
    Topic:   Presentation Summary: Speaker Details:   This presentation will give 1.0 of PL credit. Complimentary garage parking is available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    23
    April

    Luncheon at Briar Club

    Apr 23, 11:30 AM - 01:00 PM (CT)
    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
    Houston, TX, United States

  • Thursday
    24
    April

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

    Apr 24, 06:30 PM - 08:30 PM (CT)
    Join us as we discuss our final book of the 2024-2025 programming year! This is a members only event! CFA Houston members, click MORE INFORMATION to register!
    Houston, TX, United States

  • Wednesday
    30
    April

    Luncheon at Junior League

    Apr 30, 11:30 AM - 01:00 PM (CT)
    Topic:   Presentation Summary: Speaker Details:   This presentation will give 1.0 of PL credit. Complimentary garage parking is available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Wednesday
    7
    May

    Luncheon at Brennan's

    May 7, 11:30 AM - 01:00 PM (CT)
    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. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    Houston, TX, United States

  • Thursday
    15
    May

    Annual Meeting and Casino Night at Junior League

    May 15, 05:30 PM - 08:30 PM (CT)
    Timeline:     Complimentary garage parking is available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register
    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]