Upcoming Events

Pickleball Social

Join us for our first ever Pickleball Social. There are lots of options for this social....hangout with CFA friends, eat and drink, play pickleball, or watch others play pickleball. Truly, an option for everyone who wants to spend time with CFA Houston colleagues.  This event is open to CFA Houston members and their guests.  There is complimentary parking at PKL Social. Register by clicking on MORE INFORMATION!! Make sure to let us know if you are planning on playing so we have enough courts! You must complete BOTH SCREEENS in registration to have a reservation to play!

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

ZOOM Webinar

Topic: Summary: Speaker: John Emerson Capital Group John Emerson works in global distribution as vice chairman of Capital Group International, Inc. He has 25 years of industry experience, all with Capital Group. From 2013 to 2017, he served as the United States ambassador to the Federal Republic of Germany. In 2015, John was awarded the State Department's Susan M. Cobb Award for Exemplary Diplomatic Service, which is given annually to one non-career ambassador, and in 2017 he was awarded the CIA Medal and the U.S. Navy's Distinguished Public Service award. Prior to accepting the ambassadorial posting, John spent 16 years as president of Private Client Services for the Capital Group Companies. Before joining Capital, he was deputy assistant to President Clinton where he coordinated his economic conferences, served as the president's liaison to the nation’s governors, and led the administration's efforts to obtain congressional approval of the GATT Uruguay Round Agreement and the extension of China's MFN trading status. Additionally, he was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. Before working in the Clinton White House, John served as Los Angeles Chief Deputy City Attorney, and was a partner in the law firm of Manatt, Phelps, Rothenberg, and Phillips. Ambassador Emerson currently serves as Chairman of the American Council on Germany and on the boards of the Pacific Council on International Policy, the German Marshall Fund, the American Friends of the Munich Security Conference, the Ralph M. Parsons Foundation, and the Music Center Foundation. Previously he served as Chairman of the Music Center of Los Angeles (2003-11), Vice Chairman of the Los Angeles Metropolitan YMCA (2007-13), and as Chair of the first ever Los Angeles City Independent Redistricting Commission (2001). He is a long serving member of the Council on Foreign Relations. John holds an honorary doctor of laws degree from Hamilton College, a juris doctorate degree from the University of Chicago and a bachelors degree in philosophy from Hamilton College. John is based in Los Angeles.

Luncheon at Brennan's

Topic Reading the Tea Leaves for 2026: Will Wall Street Swoon as Main Street Booms?  Presentation Summary U.S. economic growth may be heating up as 2025's fiscal and monetary policy stimulus helps spark recovery on Main Street, but Wall Street may not react as positively to recovery as is commonly believed.  In this session, Gina Martin Adams, Chief Market Strategist for HB Wealth, will review the macroeconomic, fundamental and technical signals in HB Wealth's proprietary framework for analyzing financial markets.  The discussion will include a review of lessons learned from past US innovation cycles, as well as the current state of style, sector, capitalization and geographic rotation in global equities.   Speaker   Gina Martin Adams, CFA, CMT Chief Market Strategist HB Wealth Gina Martin Adams, CFA, CMT, is the Chief Market Strategist for HB Wealth, a national independent wealth management firm providing fiduciary, fee-only wealth advisory, investment management, and family office services. With a top-down perspective, Gina leverages fundamental, technical and quantitative perspectives to inform investment decisions, advance proprietary research, and develop new investment products, while enhancing client experience through thought leadership and education. She is a voting member of the firm’s investment committee and shareholder of the firm. Prior to joining HB Wealth, Gina was the Global Head of Equity Strategy and Chief Equity Strategist for Bloomberg Intelligence, where she built portfolio strategies that feed Bloomberg indices and are licensed as ETFs, and led a team of global strategists. Prior to that, she was the head of U.S. Equity Strategy for Wells Fargo Securities, an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.  Mrs. Adams has a Bachelor of Science degree in Business Administration from the University of Florida. She holds the CFA and CMT designations, is a member of the CFA Institute, and is on the Board of Directors for the CMT Association. She serves on the Business Advisory Council for the Warrington College of Business at the University of Florida. She is also a member of the Financial Women’s Association and 100 Women in Finance. Gina resides in New Jersey with her husband, two daughters, and two dogs, and is an avid runner, reader and yoga enthusiast.  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! We’re excited to dive into our next book club selection: The Price of Time: The Real Story of Interest by Edward Chancellor. In this deeply researched and engaging book, Chancellor explores the history and meaning of interest rates—and why the price of time is one of the most powerful forces shaping economies, markets, and investment outcomes. From ancient civilizations to modern central banking, he traces how artificially low rates distort capital allocation, fuel bubbles, and ultimately undermine long‑term prosperity. This book will spark engaging discussions on monetary policy, the role of interest rates in valuation, and what today’s rate environment means for investors thinking about risk, return, and time horizons. Happy reading, and we look forward to seeing you at the book club! CFA Houston members, click MORE INFORMATION to register!

Luncheon at Briar Club

Topic: Presentation Summary: Speaker Details: Jason Hsu, CFA 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: Navigating Economic Crosscurrents: The Outlook for 2026 and Implications for the Fed and Financial Markets Presentation Summary: Rob Kaplan, Goldman Sachs Vice Chairman and Former Dallas Fed President, will share his outlook for the US economy in 2026 and beyond. Kaplan will discuss the implications of the economic outlook for Fed as the FOMC deliberates on the path of monetary policy. He will also explain what changes may be expected as the composition of the FOMC evolves. His remarks will conclude with a discussion of the outlook for various asset classes and audience Q&A. Speaker Details: Rob Kaplan is Vice Chairman of Goldman Sachs and a member of the Management Committee. Previously, Mr. Kaplan served as President and CEO of the Federal Reserve Bank of Dallas. Before joining the Fed, he was the Martin Marshall Professor of Management Practice and Senior Associate Dean at Harvard Business School (HBS). Mr. Kaplan initially joined Goldman Sachs in 1983 and became a Partner in 1990. In 2002, he became Vice Chairman of the firm with global responsibility for the Investment Banking and Investment Management Divisions. He also served as Co-Chair of the Partnership Committee and Chair of the Goldman Sachs Pine Street Leadership Program. In 1998, Mr. Kaplan became Global Co-Head of Investment Banking and a member of the Management Committee. His previous roles included serving as Head of Asia Pacific Investment Banking, Co-Chief operating officer of global Investment Banking and Head of the Americas Corporate Finance Department. Mr. Kaplan retired from the firm in 2006 to join HBS, becoming a Senior Director at that time.  Mr. Kaplan is Chairman of Project ALS and Co-Chairman of the Draper Richards Kaplan Foundation. He is a board member of Harvard Medical School and St. Mark’s School of Texas, and is a member of the George W. Bush Institute’s Advisory Council. He is also an Advisory Board member of the Baker Institute. He serves on the Bipartisan Policy Center President’s Council and on the Board of Directors at The Holdsworth Center. Mr. Kaplan is the author of three books on leadership, What You Really Need to Lead, What You’re Really Meant To Do, and What to Ask the Person in the Mirror. 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

Coffee Social

  Start your morning with us! ☕ Stop by Empire Café on your way to work, grab a cup of coffee, and connect with CFA colleagues before the day gets busy. It’s a great chance to catch up, share ideas, and start the day off right. 📅 May 6 ⏰ 8:00 – 9:00 AM Swing in, say hello, and enjoy a relaxed morning with fellow CFA friends. We hope to see you there! There is plenty of free parking at Empire Cafe. Join us! Please click on MORE INFORMATION to register.

Annual Meeting and Trivia Night at Junior League

Join CFA Houston for our final event of the 2025–2026 programming year ! We’ll gather for an evening of dinner, drinks, and team trivia , along with the CFA Houston Annual Meeting . It’s the perfect opportunity to connect with fellow members, celebrate the year, and test your trivia knowledge with friends and colleagues. 📅 Thursday, May 14 📍 Junior League All members are welcome to attend, and plus ones may purchase a guest ticket . Bring your competitive spirit and join us for a fun night of networking, laughter, and a little friendly trivia competition. Prizes will be given to the team that wins! We hope to see you there! 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