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:CFA Society San Antonio Dinner with Gina Martin Adams
Education Topic:Equity Investments, Portfolio Management, Quantitative Methods
Speaker:Gina Martin Adams
Event Description:

Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a unique research platform that provides context on markets, industries, companies, and government policy, available on the Bloomberg Professional Service at BI <GO>. 


Gina provides top-down perspective on the equity market, sectors and industries with a multi-disciplined approach that utilizes fundamental, quantitative and technical analysis. She frequently presents her views at industry conferences, professional associations and investment organizations, and has been recognized for portfolio strategy, technical strategy and economics in Institutional Investors' All-America Research survey.

Prior to joining Bloomberg, she was the head of U.S. Equity Strategy for Wells Fargo Securities, where she provided analysis and investment allocation recommendations for Wells Fargo Securities' institutional clients. Previously, she was an economist for Wachovia Bank, and an investment strategy analyst for Evergreen Asset Management.


Mrs. Adams has a bachelor’s of science degree in business administration with concentrations in Finance and Marketing from the University of Florida. She holds the Chartered Financial Analyst and Chartered Market Technician designations, and is a member of the CFA Institute, the CMT Association, the CFA Society of New York, the American Association of Professional Technical Analysts, the Financial Women's Association, and 100 Women in Finance.

Start Time:9/25/2018 6:00 PM
End Time:9/25/2018 8:00 PM
Location Info:

​Sonterra Country Club

901 Sonterra Blvd.
San Antonio, TX 78258

Click here for Google 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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