Events Calendar

	Date	Title	Speaker	Presentation
	1/19/2023	Third Thursday Happy Hour	N/A
	12/8/2022	HAPPY HOLIDAYS HAPPY HOUR
	11/17/2022	Market Opportunities in the Traditional and Evolving Energy Markets	Ryan Shockley
	10/20/2022	Happy Hour
	9/9/2022	The China Fear: Reap the Rewards or Regret the Risk	Dr. Jason Hsu
	6/15/2022	Happy Hour and Annual General Meeting	Michael Nance, CFA
	5/19/2022	Ethical and Professional Standards Refresher and Current Situational Examples	Dave Wiley, CFA
	4/28/2022	Candidate Happy Hour at the Well	SocietyBoard Members
	4/21/2022	Can the Stock Market ignore a hostile Fed?	Jim Bianco
	3/24/2022	CFA Society San Antonio Forecast Dinner	Jenna Saucedo Herrera
	2/3/2022	A Fireside Chat: Bitcoin, Blockchain & Cryptocurrency
	11/18/2021	Conviction despite Uncertainties	Joseph Zidle
	10/26/2021	Advancing the Investment Management Profession; an introduction to the CIPM Program and CFA Institute Certificate in ESG Investing	Dan O'Connor, CAIA
	10/7/2021	Happy Hour at The Well
	9/23/2021	CFASA Webinar: Views on Global Markets - Jason Brady, CEO of Thornburg Investment Management	Jason Brady, CEO Thornburg Investment Management
	6/17/2021	Re-Opening CFA Society Happy Hour at La Cantera Resort
	5/20/2021	ESG and the role of the Sustainability Accounting Standards Board	Gail Glazerman
	4/8/2021	ARK Investment Management on Bitcoin and the Blockchain	Matt Murphy and Yassine Elmandjra
	3/18/2021	Recording Available: The Real Estate Investment Landscape in the Post-COVID Era	Mark Jacobs, Oaktree Capital Co-Portfolio Manager Real Estate Income and Justin Guichard, Oaktree Capital Co-Portfolio Manager Real Estate Debt
	2/23/2021	Biden’s First 100 Days a Macro and DC Policy Outlook	Jeff deGraaf, CFA, CMT, Head of Technical Research, Steve Pavlick, Head of Washington Policy Research, and Neil Dutta, Head of Economic Research
	1/20/2021	Annual Forecast Event
	11/18/2020	CFASSA Webinar: DECONSTRUCTING VALUE INVESTING: VALUATION VS CHEAPNESS	Rafael Resendes, Applied Finance Group
	10/21/2020	CFASSA Webinar: Perspective: COVID, Politics and the Economy
	9/22/2020	Webinar: Volatility: The Bumpy Road to Normal
	7/30/2020	CFA Society San Antonio Webinar: Non-Transparent Active ETFS
	6/4/2020	CFA Society San Antonio Annual Meeting & Presentation with Jim Bianco, President, Bianco Research
	3/26/2020	Tribute to Jeanie Wyatt, CFA
	2/4/2020	The Art of Business Influence-Selling without Selling
	1/22/2020	"The Credit Spread Puzzle: Implications for Portfolio Builders" Joseph M. Graham, CFA Investment Strategist, Lord Abbett	Joseph M. Graham, CFA
	11/18/2019	CFA Society San Antonio Cocktails/Dinner & Presentation with Jeff Schoenfeld, Partner, Investment Management, Brown Brothers Harriman & Co.
	11/6/2019	CFA Society San Antonio - Charterholder Presentation and Dinner
	10/24/2019	CFA Society San Antonio Happy Hour - Cured at the Pearl
	9/25/2019	"The Onrushing Irrelevance of the Federal Reserve" - John Tamny
	9/12/2019	OPEC and US Shale: The Great Tug O'War Continues
	8/28/2019	CFA Society San Antonio Top Golf Happy Hour
	6/1/2019	CFA Mock Exam - June 1st ($25)
	5/30/2019	Happy Hour at Andretti Karting & Games - May 30th at 6pm
	5/16/2019	CFA Society Dinner at Maggianos w/John Manley, JP Morgan Guide to the Markets	John Manley
	4/23/2019	Rules vs. Principles with Andy Fastow & Michael McMillan	Andrew Fastow and Michael McMillan
	4/10/2019	CFA Society Breakfast at Magnolia Pancake Haus w/Matt Gertken, Vice President of BCA Geopolitical Strategy	Matt Gertken
	3/29/2019	5th Annual CFA Texas Investor Summit
	2/27/2019	CFA Society San Antonio JoyRide Cycling Lunch
	2/21/2019	Chris Low (Chief Economist) - FTN Financial	Chris Low
	2/1/2019	Jason Hsu - Factor Investing: Is It Different in Asia	Jason Hsu
	11/15/2018	Charterholder Ceremony & From AI to API: How Technology Will Transform the Advisory Practice	William Trout
	11/8/2018	TXWSW San Antonio & CFA Society of San Antonio Golf Tournament
	10/18/2018	CFA Society San Antonio Luncheon with Meb Faber
	9/25/2018	CFA Society San Antonio Dinner with Gina Martin Adams	Gina Martin Adams
	9/6/2018	CFA Society San Antonio Luncheon with Sonya Stoklosa	Sonya Stoklosa
	8/21/2018	CFA Society San Antonio Luncheon & Lieutenant Colonel Matthew "Burt" Reynolds Presentation	Lieutenant Colonel Matthew "Burt" Reynolds
	5/30/2018	CFA Society San Antonio Annual Meeting	Mine Kuban Yücel
	4/23/2018	CFA Society San Antonio Luncheon with Mayor Nirenberg
	2/13/2018	The New Networking: Building Relationship Capital
	1/24/2018	CFA Society San Antonio Luncheon & Wes Crill	Wes Crill
	1/18/2018	CFA Society San Antonio Happy Hour
	12/7/2017	Fed Up - A Conversation with Danielle DiMartino	Danielle DiMartino
	11/9/2017	Charterholder Recognition Dinner		https://www.dropbox.com/sh/7nxro8856nte10v/AACMnrE_997ELL2c_0IRFdo_a?dl=0
	10/25/2017	CFA Society San Antonio Luncheon & Christopher Calicott Presentation	Christopher Calicott
	9/22/2017	Luncheon with Raife Giovinazzo, CFA, PhD
	8/31/2017	CFA Society San Antonio Mixer/Football Watch Party
	8/15/2017	CFA Society San Antonio Luncheon & David Lerman Presentation
	6/22/2017	CFA Society San Antonio Annual Meeting & Clay Killinger	Clay Killinger
	6/23/2017	Financial and Valuation Modeling for the Midstream Oil and Gas Industry
	5/16/2017	Breakfast with Jens Peers	Jens Peers
	4/21/2017	TXWSW San Antonio presents Joann Lublin of the Wall Street Journal	Joann Lublin
	4/4/2017	3rd Annual CFA Societies of Texas Investor Summit
	2/15/2017	Luncheon with Paul Smith	Paul Smith, CFA Institute	Texas visits_Feb 2017.pptx
	2/2/2017	Annual Forcast Dinner
	1/26/2017	Mentor Program Kick-off Happy Hour
	1/19/2017	Luncheon with Robert Greer	Bob Greer
	12/8/2016	CFA Society San Antonio and TXWSW Happy Hour
	11/8/2016	CFASSA Luncheon with David Zervos	David Zervos
	10/20/2016	CFA Society San Antonio Charter Awards
	10/3/2016	Using Market Signals to Guide Tactical Asset Allocation	David Ranson	CFA Texas-0916-D1.pdf
	9/21/2016	Crisis Alpha and Managed Futures	Dr. Alex Healy, CFA
	8/31/2016	The Future of Emerging Markets	Kevin T. Carter	The Future of Emerging Markets Presentation CFA Societies Austin San Antonio 8 28 16.pdf
	6/22/2016	Asset Allocation Panel cohosted by the Texas Hedge Fund Association & CFA Society San Antonio	Christine Breck and Panelists
	6/15/2016	CFA Society San Antonio Annual Meeting and Michael Gayed Presentation	Michael Gayed, CFA	Michael Gayed - Before Its Too Late.pdf
	5/26/2016	Putting Investors First	Ashvin Chhabra
	5/12/2016	Networking Social Event at TopGolf San Antonio
	5/5/2016	The Multi-Asset Class View	Terry A. Simpson, CFA Director and Investment Strategist for the Multi-Asset Strategy Investment Team
	4/18/2016	Matt Moran, CFA and VP of the Chicago Board Options Exchange	Matt Moran, CFA	MattMoran-2016-04-20-CFA Presentation.pdf
	2/23/2016	Pia Orrenius Presentation at the San Antonio Federal Reserve	Pia Orrenius
	2/3/2016	The Reality of Trumping the Market	Ron Florance, CFA	Link to Presentation
	1/19/2016	China Economic Forecast: A Bumpy Transition	Dr. Bill Snow (Xue Zhao)
	12/3/2015	2015 Review and 2016 Outlook for Hard Assets and Commodities	Roland Morris
	11/24/2015	The Investment Wisdom of John Maynard Keynes	Jeff Pantages, CFA
	10/29/2015	Charter Award Ceremony	Daniel S. Meader, CFA
	10/15/2015	The Golden Age of the Central Banker	Dr. Ben Hunt
	9/25/2015	Yoram Bauman, Ph.D. Stand-Up Economist	Yoram Bauman, Ph.D.
	6/17/2015	Jeff deGraff Presentation
	6/9/2015	Event with Hedge Fund Association
	6/6/2015	Post Exam Happy Hour
	6/3/2015	CFA Women's Conference
	5/19/2015	Putting Investors First	Panel
	5/13/2015	Investing in Your Future - Career Event	Panel
	4/8/2015	CST Brands - A Look at the Convenience Store and Fuels Business
	3/25/2015	Impacts of Oil prices on Texas and National Economy	Dr. Mine Yücel	Presentation Link
	2/21/2015	CFA Texas Investor Symposium	Various
	2/9/2015	Generating Alpha: Predicting Volatility and Corrections	Michael A. Gayed, CFA
	1/27/2015	Research Inefficiencies of Single Stock Implied Volatility	Dr Chris Jones
	1/12/2015	Texas Wall Street Women - Liability. Are you Covered? Probably not.	Heidi Lawson
	12/3/2014	Charter Award Ceremony and Predict Credit and Bankruptcy Risk	Tim Gaumer of Starmine
	11/7/2014	VIX as a Separate Asset	Russell Rhoads, Senior Instructor for the CBOE
	10/16/2014	Ethics case study event	Dorothy Kelly, Director of the CFAI's Training and Outreach
	9/25/2014	CFA/FPA Networking Mixer
	9/16/2014	The Economy and the Fed	Blake Hastings, VP San Antonio Branch
	9/11/2014	Mentor Program Kick-Off Event
	6/17/2014	San Antonio: Highlights, Challenges, Opportunities and Developments	Maria Villagomez	Click to download
	6/7/2014	Post-Exam Happy Hour
	6/3/2014	Panel Discussion - Texas Hedge Fund
	5/17/2014	CFA Mock Exam
	4/15/2014	The Fixed Income Landscape has Changed	Brad Bonga
	3/26/2014	Forecast Dinner - David Zervos	David Zervos	Click to download
	2/20/2014	Fixed Income: Navigating the Minefield	Jeffrey Sherman	Click to download
	2/15/2014	Texas CFA Society Investor Summit	Various
	1/21/2014	The Ubiquity of Cyber Vulnerabilities	Maj Gen Spider Marks
	1/16/2014	Behavioral Portfolio Management	Tom Howard, Athena Invest	Click to download
	12/11/2013	Asset Allocation	Brian Singer, William Blair & Co.	Click to download
	11/21/2013	Current State of Market Risk	Melissa Brown, Axioma, Inc.
	11/8/2013	CFA Houston Investor Symposium	Various
	10/24/2013	Charterholder Recognition & Speaker Event	Marko Papic, BCA Research
	10/8/2013	Live Webcast on Value Investing - First Eagle Investment Mgmt
	10/3/2013	Kickoff Event for Mentoring Program	None
	9/12/2013	Thank Goodness for ETFs	Eric Marshall, CFA	Unavailable
	8/6/2013	U.S. Equity Strategy	Thomas Lee	No longer available
	6/5/2013	Complete Commodities	Satch Chada
	6/1/2013	Post Exam Happy Hour	None
	5/18/2013	Mock Exam for CFA Candidates	None	Flyer
	5/1/2013	The Global Macro Outlook: Investing In Turbulent Times	Peter Berezin, BCA Research, Inc.	Click to download
	4/5/2013	Happy Hour at the Quarry Golf Course	None
	4/5/2013	CFA Society San Antonio Golf Tournament	none
	3/6/2013	U.S. Policy Outlook	Andy Laperriere, ISI Group	Click to download
	2/22/2013	Managing Wealth in a Repressive Return Environment: A Panel Discussion	Panel of 4; please see event details
	1/30/2013	Tom Frost: Thoughts on the Future of Our Banking System	Tom Frost
	12/5/2012	Investable Benchmarks and Hedge Fund Liquidity	TBD	Click to download
	11/14/2012	David Pursell, Managing Director, Head of Securites for Tudor Pickering Holt & Co	David A. Pursell, Managing Director, Head of Securites for Tudor Pickering Holt & Co.	Click to download
	11/2/2012	2012 CFA Society of Houston Investor Symposium	Multiple
	10/19/2012	Breakfast Meeting: "CDS Spreads as a Leading Indicator"	Robert Grossman, Fitch Securities	Click to download
	9/26/2012	Dinner Event: U.S. Equity Market Outlook	Barry Bannister, Equity Strategist Stifel Nicolaus
	8/13/2012	An Evening with Tobias Levkovich	Tobias Levkovich	Click to download
	6/5/2012	Commercial Real Estate Market Outlook and Annual Meeting of CFASSA	Bruce Petersen	Click to download
	5/24/2012	Hedge Funds, Global Macro and CTFs by Lee Partridge, CIO of Salient Partners	Lee Partridge
	3/27/2012	Special Breakfast Event! Discussion on Healthcare Sector	Joshua R. Raskin, CFA	Click to download
	3/20/2012	Dr. Lacy Hunt: Will The Economy Slump in a Presidential Election Year?	Dr. Lacy Hunt	Click to download
	2/22/2012	Annual Dinner featuring Michael Santoli: What Year Is It?	Michael Santoli	Click to download
	1/31/2012	Energy Infrastructure MLPs	Libby F. Toudouze, Swank Capital	Click to download
	12/6/2011	Global Economy & Capital Markets: Risks & Opportunity	Andres Garcia-Amaya	Click to download
	11/8/2011	Three Peaks and a Domed House	Ed Carlson	Click to download
	10/20/2011	John Rogers, CFA, President & CEO, CFA Institute	John Rogers	Click to download
	9/28/2011	Economic Outlook for 2011 and Beyond	John Silvia	Click to download
	8/17/2011	Tobias Levkovich, Citibank	Tobias Levkovich	Click to download
	6/13/2011	Presentation by Jason Trennert of Strategas & Annual Meeting of CFASSA	Jason Trennert
	5/25/2011	The Role of ETF's in the Institutional Portfolio	Dong Lee, CFA, Vanguard
	4/5/2011	Petrobras company presentation	Maria Izabel Ramos
	3/2/2011	Dr. Andrew Lo: How Financial Engineering Can Cure Cancer, Solve the Energy Crisis, and Stop Global Warming	Dr. Andrew Lo
	2/16/2011	First Annual Market Forecast dinner: 2011 A dynamically Complex World	Panel discussion
	1/26/2011	Austin Annual Forecast dinner	See Attached
	1/19/2011	2011 Regional Economic Forecast	Dr. Keight Phillips
	12/6/2010	Crisis Lessons from Thrivers, Survivors and Divers.	James Ware, CFA
	11/17/2010	Company Presentation - El Paso Cororation	Bruce Connery
	10/13/2010	Company Presentation: Rackspace. There will also be a Charter Award Event.
	9/15/2010	Think Twice: Harnessing the Power of Counterintuition
	6/10/2010	WEBINAR - The State of Financial Market Integrity
	6/8/2010	Looking Past the Great Recession	Mark Vitner
	5/27/2010	The Importance of Asset Allocation	Roger G. Ibbotson
	5/5/2010	China's Future: Building a Different Economy	Donald Straszheim
	3/2/2010	The Opportunity in Venture Capital in Texas
	2/24/2010	Dinner Meeting/ Professor Andrew Lo
	1/28/2010	CFA Society of Austin 2010 Annual Forecast Dinner
	1/27/2010	Toyota Manufacturing plant tour
	1/20/2010	Toyota Manufacturing Plant Tour
	12/16/2009	Board Meeting
	12/9/2009	An Eclectic Approach to the Current Market
	11/18/2009	The Role of a Whistle-Blower: Ethical Dilemmas in Investment Management
	11/12/2009	Board Meeting
	10/21/2009	A Hedge Fund Manager's Dispatches
	10/8/2009	Board Meeting
	10/6/2009	Maury Harris on U.S. Economy in 2010 & New Charter Recognitions
	9/29/2009	Board Meeting
	9/22/2009	Tesoro Corp
	6/17/2009	CFAI Annual Meeting and Happy Hour
	5/12/2009	ETF and Portfolio Construction
	4/15/2009	Equity Valuation
	4/7/2009	Corporate Performance, Valuation, & Market Performance
	3/11/2009	The CFA Institute's Private Wealth Initiative
	2/6/2009	Top-Performing Investment Teams
	1/28/2009	The Economy of Mexico
	12/10/2008	CFASSA 2008 Holiday Party
	10/29/2008	Thematic Investing Strategies & 2008 Charter Ceremony
	10/13/2008	Active Value Investing: Making Money in Range-Bound Markets
	9/23/2008	CPS Energy's Strategic Energy Plan
	8/14/2008	The Global Economy: Worldwide Transformation
	6/17/2008	2008 Annual Meeting & June Topic: "Irrational Exuberance is Not Inflationary"
	5/22/2008	CANCELLED - Company Presentation: Kinetic Concepts (KCI)
	4/29/2008	CFA Institute Centre for Financial Market Integrity
	3/19/2008	PIMCO presentation: The Evolution of Emerging Market Debt
	2/12/2008	Green Investing
	1/24/2008	Risk and Performance Attribution
	12/13/2007	CFA Society of San Antonio Holiday Party

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