CFA Society San Antonio

A Member of the CFA Institute Global Network of Societies

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 CFA Society San Antonio

CFA Society San Antonio is an association of local investment professionals consisting of portfolio managers, security analysts, investment advisors, and other financial professionals. We have over 200 members in the greater San Antonio area.  The goals of our society include:

  • Promoting ethics, education and professional excellence in the investment industry
  • Creating opportunities for professionals to network and build professional relationships​
  • Establishing links between job seekers and prospective employers
  • Providing premier programming and speakers to San Antonio
  • Work to advance the public's understanding of the CFA designation and investment industry

CFA Society San Antonio is one of the member societies of CFA Institute. CFA Institute is a global, not-for-profit organization that is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry. To learn more about CFA Institute, please click here…

 Next Event

Title:Rules vs. Principles with Andy Fastow & Michael McMillan
Education Topic:Standards, Ethics, and Regulations
Speaker:Andrew Fastow and Michael McMillan
Event Description:
Registration Link:

Despite today’s more regulated and enlightened business environment, we continue to witness “Enron-esque” failures of corporate governance and compliance. Enron’s former CFO will make observations about how the ambiguity and complexity of laws and regulations breeds opportunity for problematic decisions and will discuss what questions corporate directors, management, attorneys, fraud examiners and auditors should ask, in order to ensure that their companies not only follow the rules, but uphold the principles behind them.
 
Mr. Fastow was the Chief Financial Officer of Enron Corp. from 1998 – 2001.  In 2004, he pled guilty to two counts of securities fraud, and was sentenced to six years in federal prison.  He completed his sentence in 2011, and now lives with his family in Houston, Texas.  Mr. Fastow currently provides litigation support at a law firm, and he consults with Directors, attorneys, and hedge funds on how best to identify potentially critical finance, accounting, compensation, and cultural issues.

Schedule:
6:00pm - 6:30pm: Networking
6:30pm - 8:00pm: Presentation with Q&A

Location:
Sustenio at the Eilan Hotel

Start Time:4/23/2019 6:00 PM
End Time:4/23/2019 8:00 PM
Location Info:

Sustenio at the Eilan Hotel
17103 La Cantera Pkwy
San Antonio, TX 78256

Click Here for Map​

Registration:
Presentation:

 CFA Society San Antonio Financial Update

Learn more about our financial update.

 Member Benefit

CFA Society San Antonio candidates save 50% on a wide range of Wiley's business and finance books. Enhance your technical finance and general business skills with professional guidance from experts. Candidates and members of the CFA Society San Antonio are entitled to a 50% discount on most business and finance print books on Wiley.com*. Check out thousands of our leading-edge finance, investing, and leadership book - order now! To save, enter membership code SAN50 in the promotion code field on our shopping cart and click the Apply Discount button.

Visit: www.wiley.com

Discount code: SAN50

 Society Events

CFA Society San Antonio sponsors programming events on relevant topics to the investment industry. These events support our member’s lifelong pursuit of investment knowledge that is essential to maintaining professional excellence in the continually evolving and highly competitive investment industry.

Events are open to all members of CFA Society San Antonio. Members of other CFA Societies within Texas may also attend as members. Members may also invite guests to each event for a nominal charge. All guests must be accompanied by a member.

How to Attend

To register for an upcoming event or modify your registration, please click on the Registration button next to the event above. For any additional questions or special requirements, please email events@cfasanantonio.org.
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