Upcoming Events

Luncheon at Brennan's

Topic 2026 - Ten Predictions Presentation Summary In his annual market update presentation, Crossmark CEO/CIO/PM Bob Doll walks through what’s happening in the economy and markets right now, shares how his annual 10 predictions are tracking, and highlights the themes he’s watching most closely in 2026. Speaker Bob Doll CEO Crossmark Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO) and assumed the additional role of Chief Executive Officer (CEO) in January 2024. Bob provides strategy for the firm, oversees the management team, guides the investment teams at Crossmark, and serves as portfolio manager for multiple Crossmark large cap strategies. He uses his more than 40 years of industry experience and expertise to provide weekly and quarterly investment commentaries as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets, including Bloomberg TV, Fox Business News, CNBC, and Faith & Finance Live Radio. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen (2012-21) and Blackrock (2006-12), President and Chief Investment Officer at Merrill Lynch Investment Managers (1999-2006), and Chief Investment Officer at Oppenheimer Funds Inc. (1987-99). Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He  later went on to earn an MBA from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst® (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses. Bob dedicates his free time as choir director at his local church and also serves on a number of boards, including the Alliance of Confessing Evangelicals, Cairn University, Christianity. Today, Gordon Conwell Theological Seminary, Kingdom Advisors, The Lausanne Movement, Movement.org, New Canaan Society, and Word of Life Fellowship. Bob and his wife, Leslie, currently reside in Princeton, New Jersey, and have three children and three grandchildren. This presentation is valid for 1.0 PL credits. Valet parking is covered by CFA Houston. Please click on MORE INFORMATION to register.

Luncheon at Briar Club

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Garage and valet parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

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

This is a members only event! CFA Houston members, click MORE INFORMATION to register!

Annual Forecast Dinner

Our Annual Forecast Dinner (AFD) is scheduled for  Wednesday, February 4, 2026 at the majestic River Oaks Country Club. Join us! Join CFA Houston for Our Annual Forecast Dinner!   Don’t miss CFA Houston’s signature event — the Annual Forecast Dinner ! Each year, more than 350 investment professionals gather for an evening of insights, connections, and celebration. 📅 Date: February 4, 2026 📍 Location: River Oaks Country Club 🍽️ Enjoy dinner and drinks while hearing from an expert panel discussion on what’s ahead for the markets and the economy. This event sells out every year , so be sure to register early! Interested in becoming a sponsor ? Reach out to Karina for details. Past presidents/committee members , please DO NOT register online. Reach out to Karina@amc-texas for your complimentary ticket. Table sponsorships are available by downloading a packet and returning the final page to [email protected].  You can find packets HERE     We have SOLD OUT the event for the past two years, so don't delay in purchasing your ticket or your table sponsorships.  Registration opened with with early bird pricing on November 14, 2025. Speakers: Alejandra Grindal Chief Economist Ned Davis Research Alejandra Grindal is the Chief Economist for Ned Davis Research Group. She is the primary person in charge of the firm’s global economic outlook, and is responsible for identifying global economic trends and themes, particularly as they relate to developments in equity, fixed income, commodity, and currency markets. In recent years, Alejandra has been particularly focused on global demographics and labor force trends, China’s economic transition, and Japan’s lost decade. She joined Ned Davis Research Group in 2006. Alejandra is a member of the National Association for Business Economics, where she has been involved in various committees, such as the International Roundtable and the Business Conditions and Policy Surveys. She is a frequent speaker at professional and investment conferences. Her work has been quoted in national media, including Barron’s, Wall Street Journal, CNBC, and TIME, and is a guest on CNBC, Bloomberg TV, and TD Ameritrade Network.  Prior to joining Ned Davis Research Group, Alejandra taught Microeconomics and Macroeconomics at Florida State University during her graduate studies, and then worked as a full-time professor at Santa Fe College and Edison College. Alejandra also worked in British Parliament as a research assistant, where she participated in policy and constituent research and campaign marketing. Alejandra received her Masters degree in Economics and a Bachelor of Science degree in Economics and International Affairs, with summa cum laude and Phi Beta Kappa distinction, from Florida State University. Steve Brown CIO Guggenheim   Steve is Chief Investment Officer, Fixed Income, Senior Managing Director, and a Portfolio Manager for Guggenheim’s Active Fixed Income, Total Return, and Insurance Mandates. He joined Guggenheim in 2010. Steve works with the Chief Investment Officer, the Sector Teams, Portfolio Management, Macroeconomic Research, and the Portfolio Construction Group to develop and execute investment strategy. Mr. Brown was previously a member of the structured credit sector team at Guggenheim. Prior to joining Guggenheim, he held roles focused on structured products at Bank of America and ABN AMRO. He received a B.S. in Finance from Indiana University's Kelley School of Business and has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute. Alessandro Valentini, CFA Fundamental Portfolio Manager Causeway Capital Mr. Valentini is a director and fundamental portfolio manager at Causeway and is responsible for investment research in the global healthcare, financials and real estate sectors. He joined the firm in July 2006 and has been a portfolio manager since April 2013. During the summer of 2005, Mr. Valentini worked as a research analyst at Thornburg Investment Management, where he conducted fundamental research for the International Value Fund and the Value Fund, focusing on the European telecommunication and Canadian oil sectors. From 2000 to 2004, Mr. Valentini worked as a financial analyst at Goldman Sachs in the European equities research sales division in New York. Mr. Valentini earned an MBA from Columbia Business School, with honors, an MA in economics from Georgetown and a BS, magna cum laude, from Georgetown University. Mr. Valentini was inducted into the Beta Gamma Sigma honors society, is a Phi Beta Kappa member, and is a CFA charterholder. Moderator: Mark McMeans, CFA CFA Houston longtime member Brasada Capital CFA Houston members and guests, click MORE INFORMATION to register! NOTE : You MUST fill out the page of information (name, company, etc) AFTER you pay to be registered. If you don't fill out that page, you are NOT registered (we won't have your name on our list) and will not be let in the event. Since we sell out, this is IMPERATIVE!!! Thank you. 

Luncheon at Briar Club

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Garage and valet parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Luncheon at Junior League

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Complimentary garage parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Luncheon at Junior League

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Complimentary garage parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Luncheon at Brennan's

Topic Presentation Summary Speaker   This presentation is valid for 1.0 PL credits. Valet parking is covered by CFA Houston. Please click on MORE INFORMATION to register.

Luncheon at Briar Club

Topic: Join CFA Houston as we discuss all things Port of Houston with the CEO, Charlie Jenkins. Presentation Summary: Hear all about the nation’s number one port from Port Houston CEO Charlie Jenkins. Learn the history that shaped Houston’s port into the economic powerhouse it is today, the current port priorities, and the vision to keep our port competitive for decades to come. Speaker Details: Charlie Jenkins Chief Executive Officer Charlie Jenkins assumed the role of Chief Executive Officer in late August 2024. In this role, he oversees advocacy and stewardship of Houston’s port and the Houston Ship Channel, the nation’s busiest waterway. More than 200 public and private facilities conduct business alongside the Channel and together support $906 billion in annual economic value. Mr. Jenkins also oversees the efficient and effective operations of Port Houston’s public facilities, which handle a diverse range of imports and exports including container, general cargo, breakbulk, and bulk commodities and include the area’s largest breakbulk facilities and two of the most efficient container terminals in the nation. Mr. Jenkins has been with Port Houston for more than 34 years and has served in various capacities during his tenure. He started with the Port as the first intern the organization ever had. Throughout his Port Houston career, he has worked in several departments including container operations, strategic planning, environmental affairs, channel development, financial planning, Bayport Container Terminal, and the grants department. Most recently, he was the Chief Channel Infrastructure Officer, overseeing channel development, the partnership with the U.S. Army Corps of Engineers to maintain and improve the Houston Ship Channel, as well as the Port Houston Strategic Asset Management Program and GIS.   Mr. Jenkins is actively involved in several industry organizations. He is a Board Member of the Texas Ports Association, the Port Authority Advisory Committee, and the Greater Houston Port Bureau. Additionally, he serves on the Texas A&M University at Galveston’s Board of Visitors, where he is part of the Committee on Student Affairs. He is also a member of the H-GAC Transportation Policy Council.   An honors graduate of Texas A&M University at Galveston, Mr. Jenkins earned a bachelor’s degree in marine sciences and later completed his MBA at the University of Houston. He resides in the Clear Lake area with his wife, and they are proud parents of three and grandparents of two. This presentation will give 1.0 of PL credit. Garage and valet parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Luncheon at Brennan's

Topic Presentation Summary Speaker   This presentation is valid for 1.0 PL credits. Valet parking is covered by CFA Houston. Please click on MORE INFORMATION to register.

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

This is a members only event! CFA Houston members, click MORE INFORMATION to register!

Luncheon at Briar Club

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Garage and valet parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Luncheon at Junior League

Topic: Presentation Summary: Speaker Details: This presentation will give 1.0 of PL credit. Complimentary garage parking available. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Click MORE INFORMATION to register

Luncheon at Brennan's

Topic Presentation Summary Speaker   This presentation is valid for 1.0 PL credits. Valet parking is covered by CFA Houston. Please click on MORE INFORMATION to register.