Upcoming Events

Neighborhood Network at On the Kirb in The Woodlands

Neighborhood Network at On the Kirb in The Woodlands Hot outside? The drinks are cold inside! Join your CFA Houston colleagues and friends for another fun Neighborhood Networking event as we head back to the suburbs for the third summer in a row. Come connect with familiar faces, meet new people, and enjoy a relaxed evening with the CFA Houston community. We’ll have drinks, light bites, and plenty of great conversation waiting for you at On the Kirb (Woodlands) on Tuesday, August 11 from 5:30–7:30 PM. CFA Houston is excited to continue bringing networking opportunities beyond the city and into the communities where our members live and work. We hope to see you there! Click on MORE INFORMATION to register!!

Co Hosted Happy Hour with CFAH, HEFF and FPA

Join us at this event with other Houston financial groups! Expand your professional network at one of the largest financial industry networking events of the summer! CFA Society Houston is excited to partner with HEFF and FPA to bring together professionals from across Houston's investment management, financial planning, wealth management, and broader financial services communities for an evening of networking at Kirby Ice House. Whether you're reconnecting with familiar faces, meeting new industry peers, or growing your professional network, this casual social is the perfect opportunity to engage with colleagues from three leading financial organizations in one place. Event Details Date: Thursday, August 13, 2026 Time: 5:30 PM – 7:30 PM Location: Kirby Ice House Registration Includes Two complimentary drink tickets Access to an evening of networking with professionals from CFA Society Houston, HEFF, and FPA A relaxed, casual atmosphere perfect for making meaningful industry connections Registration Fees CFA Society Houston Members: Complimentary Guests: Paid registration required We encourage members to invite colleagues and friends in the financial industry to join us. Register today and be part of an evening dedicated to building relationships, sharing ideas, and strengthening Houston's financial community. Click on MORE INFORMATION to register!

Candidate Happy Hour at Kirby Ice House - Upper Kirby

Candidate Happy Hour at Kirby Ice House Have you passed Level II, or Level III? Are you gearing up for your next CFA exam? CFA Houston invites CFA Program candidates to join us for a special Candidate Happy Hour on Wednesday, September 2, 2026, from 5:30 PM to 7:30 PM at Kirby Ice House – Upper Kirby (3333 Eastside). Enjoy light bites and cocktails while celebrating your hard work, sharing study experiences, and connecting with fellow candidates who are on the same journey toward earning the CFA charter. This event is exclusively for CFA Program candidates currently registered for an upcoming CFA exam. A valid CFA Institute Candidate ID number is required during registration. Please note: attendees must be 21 years of age or older, in accordance with Kirby Ice House policies. The road to becoming a CFA charterholder is challenging, but you don't have to do it alone. CFA Houston is proud to support and encourage you every step of the way. We look forward to seeing you there! CLICK on MORE INFORMATION TO REGISTER!

Luncheon at Briar Club with speakers, Miles Lewis, CFA and Steve Clark, CFA

Topic: Small Cap Perspectives with Royce Investment Partners Presentation Summary We are pleased to host Miles Lewis, CFA®, Portfolio Manager, and Steve Clark, CFA®, Senior Client Portfolio Manager. This session will provide a deep dive into the small-cap landscape, specifically addressing:   Market Outlook: Navigating the current environment and its impact on small-cap performance Dispelling Myths: Fact-checking common misconceptions about this asset class.   Strategic Opportunities: A look at where Royce is identifying high-conviction value in today’s market. Speaker Details: Miles Lewis, CFA Miles Lewis, CFA®, is a Portfolio Manager, Principal for Royce Investment Partners. He primarily manages portfolios that use the firm’s Small-Cap Quality Value strategy.  He has 22 years of investment industry experience. Prior to joining the firm in 2020, he was a portfolio manager (2014-2020) and investment analyst (2010-2014) for the Small-Cap Value Fund and Strategy at American Century Investments. Prior to that, he worked on debt restructuring at MBIA Insurance Corp. (2006-2008) and Chanin Capital Partners (2003-2006). Mr. Lewis holds a bachelor’s degree in business administration from The College of William and Mary and a Master of Business Administration from the Johnson Graduate School of Management at Cornell University. He is a Chartered Financial Analyst (CFA®) and a member of the CFA Institute.  Steve Clark, CFA Steve Clark, CFA® is a Senior Client Portfolio Manager at Royce Investment Partners. He has 27 years of investment industry experience. Prior to joining Royce, he worked for more than 16 years at Fidelity Investments. Mr. Clark earned his Master of Business Administration and Master of Science in Finance degrees from Boston College’s Carroll School of Management. He also graduated from Miami University with a double major in Accountancy & Finance. Mr. Clark holds the CFA®, CIMA®, and CFP® designations. 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. Registration note:  CFA members, if you are bringing a plus one, you must fill out the second screen. Regardless of if you are bringing a plus one or not, all registrants must go to the second screen during checkout and hit COMPLETE for your registration to go through and have a nametag! Click MORE INFORMATION to register

Luncheon at Briar Club with speaker, Natalie Masin, CFA

Topic:  Valuations in Conflict Presentation Summary What a business is worth depends on who's asking — and why. In "Valuations in Conflict," Natalie Masin (CPA/ABV, CFA, CDFA) shows how the same Texas company can carry very different, equally defensible values in a merger, a shareholder dispute, and a divorce. Through a single worked example, she reveals how the standard of value, discounts, synergies, and the treatment of goodwill can move one ownership stake by nearly 90%. The session closes with a bonus look at how these rules shift from state to state. It's a fast, exhibit-driven talk that's essential for anyone who advises or supports business owners. Speaker Details: Natalie Masin, CPA/ABV, CFA, CDFA, is the founder of Masin Advisory Group LLC, where she specializes in the valuation of closely held businesses across transaction, litigation, and family-law contexts. She holds the CPA credential with the Accredited in Business Valuation (ABV) designation, the Chartered Financial Analyst (CFA) charter, and the Certified Divorce Financial Analyst (CDFA) designation - a combination spanning the accounting, capital-markets, and family-law dimensions her work brings together. Her practice regularly supports deal counsel, family-law counsel, and business owners on the financial questions that decide outcomes: quality of earnings, purchase-price and working-capital disputes, business valuation, community-property analysis, and goodwill. Nat Masin: https://www.linkedin.com/in/nat-masin/ Masin Advisory Group:  https://www.linkedin.com/company/masin-advisory-group-llc/ 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. Registration note:  CFA members, if you are bringing a plus one, you must fill out the second screen. Regardless of if you are bringing a plus one or not, all registrants must go to the second screen during checkout and hit COMPLETE for your registration to go through and have a nametag! Click MORE INFORMATION to register

Luncheon at Brennan's with speaker, Doug Terreson, CFA

Topic: From Super-Majors to Super Computers: Capital Cycles and the Future of Markets Presentation Summary Can’t Deny It is the story behind some of the defining market calls in Energy—from the Era of the Super-Major to The Pledge. Doug Terreson will discuss the underlying principles of capital allocation, corporate strategy, governance, and investor behavior that drove those calls, how they influenced investors, boards, and management teams, and what they may teach us about the opportunities and risks developing in the AI ecosystem today.   Speaker Details: Doug Terreson, CFA Doug Terreson is the former Head of Global Energy Research at Morgan Stanley and Evercore ISI, ranked #1 or #2 in the Institutional Investor poll for Integrated Oil a record 20 times and named to the All-America Research team 24 times — one of the most decorated energy analysts in Wall Street history. He authored landmark theses including “The Era of the Super-Major” (1998), “The Golden Age of Refining” (2003), and “The Pledge for Greater Capital Discipline” (2015 to Present). He also served as lead analyst on some of the largest energy IPOs in history across North America (Conoco), Europe (Statoil) and Asia (Sinopec) and advised on major mergers including BP-Amoco, Chevron-Texaco, and ConocoPhillips. Earlier, Doug managed Putnam’s energy mutual fund in Boston and began his career as an engineer with Schlumberger on the U.S. Gulf Coast. He holds a B.S. in Petroleum Engineering from Mississippi State University, an MBA from Rollins College, and the CFA designation. He serves on the board of directors of Phillips 66 (Chair-Audit & Finance), MSU (Chair- Investment Committee) and Third Gear Energy. His book “Can’t Deny It” has been the #1 Oil and Gas, #1 Commodities and top 100 Business Biography on Amazon since publication in late 2024. This presentation will give 1.0 of PL credit. The first 40 CFA Houston members will receive a copy of Doug's book.  The book giveaway is not available to guests, or member's plus ones. Street parking and valet parking available. CFA Houston will cover the cost of valet. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Registration note:  CFA members, if you are bringing a plus one, you must fill out the second screen. Regardless of if you are bringing a plus one or not, all registrants must go to the second screen during checkout and hit COMPLETE for your registration to go through and have a nametag! Click MORE INFORMATION to register

Private Wealth Leadership Forum | Dallas | 1–2 October 2026

Topic: Private Wealth Leadership Forum | Dallas | 1–2 October 2026 Presentation Summary Join CIOs, portfolio managers, advisors, RIAs, and family office leaders in Dallas for the Private Wealth Leadership Forum, a practitioner-led event exploring the trends shaping the future of private wealth. The agenda covers private markets, portfolio construction, artificial intelligence, advisory business transformation, liquidity and risk management, and generational wealth transfer, providing practical insights for professionals navigating an evolving investment landscape. Event Details https://global.cfainstituteevents.org/rxNwxA?RefId=Societies+Toolkit+Registration+Link Click MORE INFORMATION to register

Luncheon at Briar Club with speaker, Jason Hsu, PhD

Topic: The New World Order: G2 Dynamics and what drives this dysfunctional marriage: Trade, US Government Deficit, Dollar Privilege, Demographics and AI Presentation Summary US Government Debt going to $100T, is the dollar at more risk?  Could it be that AI is the problem and money printing and inflation are the solution?  Is AI the solution to aging demographics or is shrinking population the solution to AI?  US vs. China, who wins the AI race and how do you invest to maximize your opportunity.   Speaker Details: Jason Hsu, PhD Founder, Chairman & Chief Investment Officer Jason Hsu is the founder and chairman of Rayliant Global Advisors. Throughout his accomplished career, Jason’s commitment to academic rigor and investor advocacy have led him to research, develop, and bring to market investment strategies that create significant value for investors. At Rayliant, Jason is continuing that commitment by educating investors and offering products to transform the investment ecosystem in Asia and beyond. Prior to his current role, Jason was the co-founder and vice chairman of Research Affiliates. Jason is at the forefront of the smart beta revolution and is one the world’s most recognized thought leaders in that space. Building on his pioneering work on the RAFI™ Fundamental Index™ approach to investing with Rob Arnott in 2005, he has published numerous articles on the topic, notably his articles “A Survey of Alternative Equity Index Strategies,” which won a 2011 Graham and Dodd Scroll Award and the Readers’ Choice Award from CFA Institute; and “The Surprising Alpha from Malkiel’s Monkey and Upside-Down Strategies,” which won the 2013 Bernstein Fabozzi/Jacobs Levy Award for Outstanding Paper in the Journal of Portfolio Management. In 2015, Jason received the Bernstein Fabozzi/Jacobs Levy Outstanding Article Award for “A Study of Low-Volatility Portfolio Construction Methods” published in the Journal of Portfolio Management. He has twice received the William F. Sharpe Award for Best New Index Research (2005 and 2013), which is awarded by Institutional Investor Journals. Jason is a member of the board of directors at the Anderson School of Management at UCLA, as well as a professor in finance. For his service to UCLA’s Anderson School, he received the 2009 Outstanding Service Award. He has also held visiting professorships at Tsinghua University, Kyoto University and Taiwan National Chengchi University. Jason has authored more than 40 peer-reviewed articles. He is an associate editor for Journal of Investment Management, and also serves on the editorial board for several publications including Journal of Index Investing, Journal of Investment Consulting, and Journal of Investment Management. Jason graduated with a BS (summa cum laude) in physics from the California Institute of Technology, was awarded an MS in finance from Stanford University, and earned his Ph.D. in finance from UCLA, where he conducted research on the equity premium, business cycles, and portfolio allocations.   Awards & Recognition 2019 CFA Institute Graham and Dodd Top Award for “What is Quality?” 2018 Bernstein Fabozzi/Jacobs Levy Outstanding Article Award for “Does Past Performance Matter in Investment Manager Selection?” Journal of Portfolio Management 2016 CFA Institute Graham and Dodd Scroll Award for “Will your Factor Deliver? An Examination of Factor Robustness and Implementation Costs” 2015 Bernstein Fabozzi/Jacobs Levy Outstanding Article Award for “A Study of Low-Volatility Portfolio Construction Methods” Journal of Portfolio Management 2015 William F. Sharpe Award – ETF/Indexing Paper of the Year for “A Framework for Assessing Factors and Implementing Smart Beta Strategies” 2013 Bernstein Fabozzi/Jacobs Levy Outstanding Article Award for “The Surprising Alpha from Malkiel’s Monkey and Upside-Down Strategies” Journal of Portfolio Management 2013 William F. Sharpe Award – ETF/Indexing Paper of the Year for “A Framework for Examining Asset Allocation Alpha” 2011 CFA Institute Graham and Dodd Scroll Award for “A Survey of Alternative Equity Index Strategies” 2011 Financial Analyst Journal Readers’ Choice Award for “A Survey of Alternative Equity Index Strategies” 2009 Outstanding Service to UCLA Anderson School of Management 2008 Institutional Investor 20 Rising Stars of Hedge Fund Award 2005 William F. Sharpe Award – Best Index Research for “Fundamental Indexation”   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. Registration note:  CFA members, if you are bringing a plus one, you must fill out the second screen. Regardless of if you are bringing a plus one or not, all registrants must go to the second screen during checkout and hit COMPLETE for your registration to go through and have a nametag! Click MORE INFORMATION to register

Book Club - The Thinking Machine - Maggiano's Post Oak

This is a member-only event!!! We’re excited to kick off our fall book club with our first selection: The Thinking Machine: Jensen Huang, Nvidia, and the World’s Most Coveted Microchip by Stephen Witt. In this engaging account, Witt traces Nvidia’s rise from a maker of video-game hardware to a company at the center of the artificial intelligence revolution. Through the story of Jensen Huang and the engineers behind Nvidia’s success, the book explores how bold leadership, long-term conviction, and advances in computing reshaped the technology industry. This book will spark lively discussions on innovation, leadership, competitive advantage, and the enormous investment behind AI. It also raises important questions about the opportunities, risks, and economic implications of the next era of computing. Click on MORE INFORMATION to register!

Coffee Connections - Empire Cafe

CFA Society Houston Coffee Connections Wednesday, October 14 | 8:00 – 9:00 AM Start your morning with CFA Society Houston at our Coffee Connections at Empire Café! Whether you're a longtime member, a candidate, or work in wealth management, we invite you to join us for a relaxed morning of coffee, conversation, and networking. Enjoy a hot cup of coffee, a delicious pastry, and the opportunity to connect with CFA Society Houston members and guests before the workday begins. This casual gathering is the perfect way to expand your professional network, catch up with industry colleagues, and meet new faces in Houston's investment community. Members and guests (investment professionals) are welcome. Parking is free and plentiful, making it easy to stop by, grab a cup before work, and start your day with great company. Join us on Wednesday, October 14, from 8:00–9:00 AM at Empire Café—we look forward to seeing you there! Click on MORE INFORMATION to register!!

Fall Social at Flight Club Darts

CFA Houston Fall Social at Flight Club Join CFA Society Houston for an evening of friendly competition, networking, and fun at Flight Club on Wednesday, October 21, from 5:30–7:30 PM . Whether you're a seasoned darts champion or have never picked up a dart before, Flight Club's interactive games make it easy for everyone to join in. No experience is necessary—just bring your competitive spirit and enjoy an evening of cocktails, laughter, and great conversation with fellow CFA Houston members and investment professionals. Reconnect with colleagues, expand your network, and unwind after work in one of Houston's most unique social venues. Registration: CFA Houston Members: Complimentary Guests (Investment Industry Professionals): Ticket purchase required We look forward to seeing you for a fun evening of networking, cocktails, and a little friendly competition! Click on MORE INFORMATION to register!!

Luncheon at Briar Club with speaker, Albert Chu

Topic: Extracting the Best from Natural Resources   Presentation Summary Uniqueness of the asset class and the benefits it provides the portfolio – inflation and geopolitical hedge, low correlation, high alpha generation possibilities and liquidity Commodity equities versus commodity futures – which is more attractive Active or passive? Current positioning /outlook Speaker Details: Albert Chu Portfolio Manager, Natural Resources, Man Group Albert Chu is a Portfolio Manager at Man Group (Man GLG), focusing on natural resource strategies. He joined Man Group in 2023 from BNY Mellon, where he was the lead portfolio manager covering natural resources. Prior to this, he held investment and portfolio management roles focused on natural resources equities and futures at various investment firms, including Citadel LLC and SAC Capital. Albert holds a BA from the University of Michigan and an MBA from Cornell University.   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. Registration note:  CFA members, if you are bringing a plus one, you must fill out the second screen. Regardless of if you are bringing a plus one or not, all registrants must go to the second screen during checkout and hit COMPLETE for your registration to go through and have a nametag! Click MORE INFORMATION to register

Luncheon at Brennan's with speaker, Kristopher Larson, AICP, LPM

Topic: Update on Downtown Houston+ Presentation Summary Speaker Details: Kristopher Larson, AICP, LPM President and CEO Downtown Houston+ HOUSTON – Kristopher Larson is President and CEO of Downtown Houston+ (DTH+) – the non-profit group responsible for providing the thought leadership, long-term planning and implementation of the redevelopment and revitalization of Downtown Houston for nearly 40 years – and its affiliate organizations, the Houston Downtown Management District (HDMD) and the Downtown Redevelopment Authority (DRA). The HDMD and DRA are special assessment and tax increment districts, respectively, and combine to form one of the largest place management organizations in North America, collectively raising and investing $50M annually in advancing and improving Downtown Houston. Touting two decades of leadership experience in cities across the nation, Larson is an award-winning urbanist whose career has been defined through his positive impacts on making cityscapes more vibrant places to live, work and play. His vast experience in urban place management, urban design and economic development gives him a unique voice in describing how the confluence of marketplace dynamics, architecture and the public realm can translate into defining placemaking experiences. Prior to joining DTH+, Larson held positions on both the public and private sides of community leadership across the country, serving as President & CEO for three comparable organizations in Los Angeles, CA, Raleigh, NC, and Grand Rapids, MI, where he led both business improvement and tax increment finance districts. He currently serves as the Chair of the Board of Directors of the International Downtown Association (IDA) – where has been the recipient of four Pinnacle Awards in the categories of Leadership, Planning, Advocacy and Marketing – and is a certified Leader in Place Management (LPM) and member of American Institute of Certified Planners (AICP). Larson was twice honored with the coveted “Top 40 Under 40” in Long Beach, CA and Grand Rapids, MI, and was named as one of 2023’s Top 100 Texas leaders by the Houston Business Journal. He holds a master’s degree in Public Administration from North Carolina State University and was a Daniel Rose Fellow through the Rose Center for Public Leadership, a collaboration between the Urban Land Institute and the National League of Cities. Larson lives on Allen Parkway, adjacent to the Buffalo Bayou, where he enjoys long runs along the Bayou’s world class trails. This presentation will give 1.0 of PL credit. Street parking and valet parking available. CFA Houston will cover the cost of valet. To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration. Registration note:  CFA members, if you are bringing a plus one, you must fill out the second screen. Regardless of if you are bringing a plus one or not, all registrants must go to the second screen during checkout and hit COMPLETE for your registration to go through and have a nametag! Click MORE INFORMATION to register

Charter Dinner at Junior League

Join us for a special evening on November 18 as we celebrate and welcome the newest 2026 CFA Charterholders into the CFA Society Houston community! Remember the pride and sense of accomplishment you felt when you earned your charter? Let's give our newest charterholders that same warm welcome as they begin this exciting milestone in their professional journey. The evening will feature cocktails, dinner, an inspiring guest speaker, and a brief ceremony recognizing our 2026 CFA Charterholders. We hope you'll join us in celebrating their achievement and connecting with fellow CFA Society Houston members and colleagues. For 2026 CFA Charterholders: You are welcome to bring one guest. Please complete the RSVP form that Karina will email on October 9, 2026 . You do not need to register through the event website —simply return the form, and your reservation (and your guest's) will be confirmed. For Charterholders from previous years: Please register through the event website as you normally would.

Texas Hold 'Em Tournament at Maggiano's Post Oak

Texas Hold 'Em Night December 2, 2026 | Maggiano's Little Italy Shuffle up and deal! Join CFA Society Houston members and guests for an exciting evening of Texas Hold 'Em at Maggiano's. Whether you're a seasoned poker player or just looking for a fun night out, this event is the perfect opportunity to test your strategy, enjoy some friendly competition, and connect with fellow investment professionals. Take a break from the holiday hustle and unwind with great company while enjoying a delicious dinner and cocktails. Play your best hand as you compete for bragging rights—and prizes! The top five finishers will take home awards. No matter your skill level, you're invited to pull up a chair for an evening of networking, laughter, and cards. We look forward to seeing you at the table!

Book Club - Book TBD - Maggiano's Post Oak

This is a member-only event!!! Book details will be announced after the October book club meeting.

Annual Forecast Dinner 2027

Early bird registration will open Nov 6! For now, you can: become a sponsor invite colleagues and get your table of 8 people ready mark Nov 6 on your calendar for early bird registration save the date for February 4, 2027 at River Oaks Country Club!!