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:"The Credit Spread Puzzle: Implications for Portfolio Builders" Joseph M. Graham, CFA Investment Strategist, Lord Abbett
Education Topic:Economics, Fixed Income, Portfolio Management
Speaker:Joseph M. Graham, CFA
Event Description:

Please join the CFASSA for lunch & presentation with Joseph Graham, CFA at Sustenio at Éilan Hotel on January 22, 2020 from 11:30am - 1:00pm. He will be discussing "The Credit Spread Puzzle:  Implications for Portfolio Builders"

What's in a credit spread? Joe will provide a brief history of the "credit spread puzzle" and why ex-post portfolio returns often do not capture it. This has numerous implications for the short duration credit asset class's risk, return, and application within a broader portfolio. He will also explore the anomaly of high risk-adjusted returns in short credit, the possible behavioral roots underlying it and why he think it's relevant today.   

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Start Time:1/22/2020 11:30 AM
End Time:1/22/2020 1:00 PM
Location Info:

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​La Fonda on Main
2415 N Main Ave
San Antonio, TX 78212


 CFA Society San Antonio Financial Update

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 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*. 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.


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
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