Upcoming Events

Events Calendar


  • Thursday
    13
    February

    WIM - Evening Event at Brennan's

    Feb 13, 05:30 PM - 07:30 PM (CT)
    Join us for our first WIM event of 2025! Delicious food, fabulous cocktails, and an engaging presentation from our speaker, CIO of The Terry Foundation, will be shared while you chat and catch up with your CFA Houston colleagues. Topic: Investing in the Future Leaders of Texas: Insights from the CIO of the Terry Foundation Presentation: Hear from the Chief Investment Officer of the Terry Foundation about how she manages the largest private scholarship endowment in Texas for perpetuity and all about her life and career path that led to that role.  Speaker: Kristin “K.K.” Eschbach serves as the Chief Investment Officer (CIO) of The Terry Foundation. K.K. was named CIO in 2022. K.K. previously served as an original member of The Terry Foundation investment committee. K.K. was selected as a Terry Scholar at Texas A&M University in 2004. She earned a BBA in finance from Mays Business School in 2008, where she graduated magna cum laude. Prior to joining The Terry Foundation, K.K. spent her career in investment management, working in the private wealth management group at Goldman Sachs & Co., followed by a position in the Private Bank at Credit Suisse and as Senior Director of Investments and Financial Services at USD Group LLC. She serves as a member of the Texas A&M University Mays Business School Advisory Board. K.K. was an early member of the Titans of Investing program (Titans 2) at Texas A&M University.  K.K. also actively contributes her time and resources to Child Advocates and previously served on the development and finance committees and served on the board of directors for a three-year term. She is a member of Tallowood Baptist Church and is a volunteer in the children’s ministry. K.K. lives in Houston with her husband, Stephen and their three children. A native of Coahoma, Texas, K.K. earned her private pilot license in 2009, enjoys fishing, and stays actively involved with her kids’ activities.  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:   Private Equity and the Challenge of Sustainability and Social Responsibility Presentation Summary: In our upcoming fireside chat, we will examine private equity’s role within today’s shifting financial landscape, where venture capital, family offices, SBICs, and structured debt compete for much of the capital flow. We’ll review the practical mechanics of a private equity buyout, offering a clear view of funding components and the strategic approach behind organizational change — and confront the question: is there truly such a thing as conscious capitalism in private equity, or is it simply an ambition without substance?   Speaker Details:   Rugger Burke is a principal and investment committee member at Satori Capital where he also serves as co-general counsel. As part of his day-to-day responsibilities, he helps lead the private equity investment team and serves as one of the firm’s representatives on the boards of a number of the firm’s portfolio companies. Rugger previously served as the CEO of Minlam Asset Management LLC, the investment manager for the Minlam Microfinance Fund, an emerging market debt fund with an investment strategy focused on providing debt capital to microfinance institutions globally. Between the date of inception and the date of its successful sale to GMG-MicroVest, the Fund provided more than $85 million in debt investments to 53 microfinance institutions in 31 countries with a cumulative loan default rate of less than 1%. Prior to entering the field of finance, Rugger acted as the managing partner of a Dallas-based law firm which served as corporate counsel to a diverse range of clients from early-stage entrepreneurs to Fortune 500 Companies. In addition to leading the firm in the areas of business organization, corporate finance, and mergers and acquisitions, Rugger served as a Master in Chancery as well as a receiver, having been appointed by the courts to take possession of and operate various businesses in a number of proceedings. Rugger attended Southern Methodist University in Dallas, earning both a Bachelor of Science in mathematics as well as a Juris Doctor. He maintains licenses to practice in a number of jurisdictions including Texas and New York and is licensed by FINRA to serve as a public arbitrator in disputes relating to the securities industry. Rugger is also Charter Holder of the CAIA Association, a global organization that certifies professional expertise and ethical standards in the field of investment. Additionally, Rugger also speaks and writes on the subjects of investment and sustainability. His most recent article: “Sustainability in the Boardroom: Reconsidering Fiduciary Duty under Revlon in the Wake of Public Benefit Corporation Legislation,” was published in the Virginia Law & Business Review. As part of his commitment to public service, Rugger serves on the board of Paper for Water, a nonprofit dedicated to providing clean drinking water to people in developing countries. Rugger is the past chairman of the board of both the Metrocrest Medical Foundation as well as the SPCA of Texas, Inc. Marc Sharpe’s investing career spans more than 30 years. He has held positions in investment management for Goldman Sachs, investment banking for Wasserstein Perella, and is the founder and chairman of The Family Office Association (“TFOA”), a peer network of single family offices founded in 2007. In addition, he founded a venture capital incubator in the UK, built a global EB-5 investment business, and worked on strategic initiatives for Dell Inc. Mr. Sharpe is currently an Operating Partner with Satori Capital, LLC, a Texas-based multi-strategy investment firm founded upon the principles of conscious capitalism, a business approach that emphasizes extraordinary long-term outcomes for all stakeholders. He also teaches an MBA class on “The Entrepreneurial Family Office” as an Adjunct Professor at SMU Cox School of Business. Mr. Sharpe holds an M.A. from Cambridge University, a M.Phil. from Oxford University, and an MBA from Harvard Business School. He is active in the community and has served on the Board of the Holocaust Museum Houston, the HBS Angels, and on the Investment Committee for two Texas-based foundations. 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
    February

    Luncheon at Junior League

    Feb 26, 11:30 AM - 01:00 PM (CT)
    Topic: Pioneering the Future: Technologies Fueling the Circular Economy and Energy Transition Presentation Summary: Join the CFA Society of Houston for a panel discussion that delves into the groundbreaking "moon shot" technologies revolutionizing the circular economy and energy transition. Our expert panelists will explore visionary innovations that promise to reshape our world, from sustainable energy solutions to cutting-edge recycling technologies. Discover how these ambitious projects are paving the way for a greener, more sustainable future. Don't miss this opportunity to engage with thought leaders, ask questions, and be inspired by the possibilities of tomorrow.  Speaker Details: Rene Ramirez Founder Fino Advisors   Rene is the founder of Fino Advisors, a green infrastructure company whose portfolio consists of Moonshot Hydrogen , DES Environmental and Frellmann Water Technologies . Rene is also active in funding research in cutting edge desalination and new concept solar technologies.  Rene is also using his background in power to develop datacenter infrastructure having closed on multiple projects and has several more in development.His career started in power trading, where he spent over 20 years trading speculative power positions across North America for utilities, investment banks, and his own hedge fund which he ran for 13 years before retiring from trading in 2022.   Adam Spaulding Paso Robles Municipality Adam has been a leader in sustainability for over a decade, focusing on the interconnection of solid waste, sustainability and public benefit. He has worked for three Central Coast communities, the City of Lompoc, the City of Salinas, and currently the City of El Paso de Robles. Adam received a Bachelors of the Arts from Indiana University and a Masters in Public Administration from the Sol Price School of Public Policy at the University of Southern California. Adam currently works on developing sustainable waste solutions to increase waste diversion, reduce greenhouse gas emissions, and financially benefit local communities. Kevin Westergaard CFO Vershuin Energy Kevin has worked at BP and BP Canada for nearly two decades, Kevin’s current business focus is high-value feedstock production, business model innovations, and market applications within the circular economy.  Apostol Radev SolarStream Apostol is responsible for all aspects of SolarSteam's operations, commercialization activities, capital raising and overall management. Apostol holds a MSc in Sustainable Energy Development from the University of Calgary and a BBA from the City University of Seattle. Apostol is a certified Power Engineer and Water Treatment Operator. This exciting panel will be moderated by CFA Houston's VP Programs, Jessica Seff. 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
    27
    February

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

    Feb 27, 06:30 PM - 08:30 PM (CT)
    Join us as we discuss our third book of the 2024-2025 programming year! We're excited to kick off our next book club meeting with The Lords of Easy Money: How the Federal Reserve Broke the American Economy, by Christopher Leonard. In this eye-opening book, Leonard delves into the Federal Reserve's pivotal role in shaping the American economy over the past decade. He uncovers how unconventional monetary policies, such as quantitative easing, have led to dramatic shifts in wealth distribution, market behavior, and economic stability. With vivid storytelling and in-depth analysis, Leonard brings to light the unintended consequences of these policies and their far-reaching impact on businesses, investors, and everyday Americans. This book is sure to fuel some thought-provoking discussions! This is a members only event! CFA Houston members, click MORE INFORMATION to register!
    Houston, TX, United States

  • Wednesday
    5
    March

    ZOOM Webinar

    Mar 5, 12:00 PM - 01:00 PM (CT)
    Topic: CFA Program 2025 and what’s coming in 2026 Summary: Learn all the latest innovations to CFA Institute’s flagship product for the 2025 exam year and the innovations to come for exams in 2026 We will also review the broader suite of Education offerings from CFA Institute in addition to the CFA Program Job roles and job opportunities in finance will be covered Speaker: Rob Langrick, CFA, CIPM Chief Product Advocate CFA Institute Rob Langrick, CFA, CIPM, is Chief Product Advocate for CFA Institute based out of the New York office. He was previously GM of the CFA Program and before that Head of Practice Analysis, overseeing annual curriculum updates to the CFA Program. Before joining CFA Institute, he lead Bloomberg’s finance education division where he built and launched Bloomberg’s certification product (BMC<GO>), which has now garnered well over 1M designation holders. He began his career as a sell-side equity research analyst in London and after earning his MBA from Dartmouth worked in the private equity diligence unit of Bain & Company in New York.

  • Wednesday
    19
    March

    Luncheon at Junior League

    Mar 19, 11:30 AM - 01:00 PM (CT)
    Topic:   The Big Business of Stadiums and Sporting Events Presentation Summary: The Harris County – Houston Sports Authority was founded almost 30 years ago to build and oversee professional sports stadiums. In addition to that role, the HCHSA markets Houston as a destination for sporting events and has recently hosted NCAA Final Four and the College Football Championship, and in 2026 will welcome the world’s largest sporting event, the FIFA World Cup. Speaker Details:   Ryan Walsh CEO Harris County - Houston Sports Authority Ryan Walsh brings a wealth of experience in sports venue management and large-scale event coordination to his new role as CEO of the Harris County-Houston Sports Authority (Sports Authority). He previously served as CEO & Executive Director of the Harris County Sports & Convention Corporation (HCSCC), where he led the management of NRG Park — the nation’s premier sports and entertainment complex that includes NRG Stadium, NRG Center, and NRG Arena. Ryan's vision for the Sports Authority includes finding innovative ways to increase the Sports Authority’s financial contributions to the maintenance and development of sports facilities. When Ryan joined HCSCC in 2017 as Director of Projects and Capital Improvement, he quickly ascended to the top leadership role in 2018, overseeing daily operations and long-term development. Under his leadership, NRG Park became a preferred central hub for major sports events, including the NCAA Division I Men’s Final Four, the College Football Playoff Championship, and the FIFA World Cup in 2026. He played a vital role in operations critical to the annual Houston Livestock Show & Rodeo™, the largest rodeo in the world, as well as the NFL’s Houston Texans' home games and international soccer matches, enhancing the venue’s reputation as a world-class sports destination. Ryan has also expanded NRG Park’s role as a critical element in the region’s disaster response and recovery plans. During his tenure, NRG Park has truly become part of the fabric of the region’s culture and community. In his new role with the Sports Authority, Ryan will collaborate with partners in the City, County, and with Houston’s professional sports teams. Together with the Sports Authority board, he aims to elevate the area's world class venues to remain competitive in the always changing sports landscape and drive economic impact through high-profile events. Prior to his leadership role at HCSCC, Ryan served as Special Assistant to Harris County Judge Ed Emmett for eight years, focusing on policy areas such as Emergency Management and Public Health initiatives. A native Houstonian, Ryan is a proud graduate of the University of Houston, holding degrees in Political Science and Russian. He has served as Chair of the South Main Alliance, a board member of the South Houston Gateway Improvement District, and was actively involved in the Houston 2026 World Cup Bid Committee. Additionally, he is a Senior Fellow of the American Leadership Forum, Class 49, and currently serves on its Board. Outside of work, Ryan and his wife, Jessica, are avid travelers and outdoor enthusiasts, often exploring the world with their twin daughters and their dog, Benson. 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 Flight Club Darts

    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: Jeff Gramm and James Pappas will discuss Activist Investing Presentation Summary: Speaker Details:   James Pappas Managing Member JCP Investment Management, LLC Mr. Pappas serves as a director of Innovative Food Holdings, Inc. (OTC:IVFH), a direct-to-chef and restaurant specialty food platform, since January 2020, Tandy Leather Factory, Inc. (NASDAQ:TLF), a retailer and wholesale distributor of a broad line of leather and related products, since June 2016, and United Natural Foods, Inc. (NYSE: UNFI), a food distributor to grocery stores, since November 2023. Mr. Pappas previously served as a director of each of Jamba, Inc. (formerly NASDAQ:JMBA), a leading health and wellness brand and the leading retailer of freshly squeezed juice, from January 2015 until the completion of its sale in September 2018, U.S. Geothermal Inc. (formerly NYSEMKT:HTM), a leading geothermal energy company, from September 2016 until the completion of its sale in April 2018, and The Pantry, Inc. (formerly NASDAQ:PTRY), a leading independently operated convenience store chain in the southeastern United States and one of the largest independently operated convenience store chains in the country, from March 2014 until the completion of its sale in March 2015. He also served as Chairman of the board of directors of Morgan’s Foods, Inc. (formerly OTC:MRFD), a then publicly traded company, from January 2013 until May 2014, when the company was acquired by Apex Restaurant Management, Inc., after originally joining its board as a director in February 2012. From 2007 until 2009, Mr. Pappas was a private investor, in addition to consulting with several businesses. From 2005 until 2007, Mr. Pappas worked for The Goldman Sachs Group, Inc. (NYSE:GS) (“Goldman Sachs”), a multinational investment banking and securities firm, in its Investment Banking / Leveraged Finance Division. As part of the Goldman Sachs Leveraged Finance Group, Mr. Pappas advised private equity groups and corporations on appropriate leveraged buyout, recapitalization and refinancing alternatives. Prior to Goldman Sachs, Mr. Pappas worked at Banc of America Securities, the investment banking arm of Bank of America Corporation (NYSE:BAC), a multinational banking and financial services corporation, where he focused on Consumer and Retail Investment Banking, providing advice on a wide range of transactions including mergers and acquisitions, financings, restructurings and buy-side engagements. Mr. Pappas serves on several private company boards, including Clean Energy Services, an operations maintenance and repair company for renewables, and Bludorn Hospitality Group, a casual luxury hospitality companies in the food and beverage business. Mr. Pappas serves as Secretary for the Endowment Advisory Board of the Annunciation Greek Orthodox Church, on the Methodist Hospital Gastro Division’s Advisory Board and the Masters in Finance Advisory Board for Texas A&M. Mr. Pappas received a BBA and a Masters in Finance from Texas A&M University and also serves on the Steering Committee for the Master of Science Finance Program at Texas A&M. 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

  • 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

  • Thursday
    1
    May

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

    May 1, 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

  • Tuesday
    6
    May

    WIM - Social at Fig and Olive

    May 6, 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
    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]