Past Events

CFA Society San Antonio

WELCOME BACK HAPPY HOUR

2026 - 09 - 03 @ Paesanos

BOARD ELECTIONS & HAPPY HOUR:

2026 - 06 - 17 @ Club Sonterra

RETHINKING CREDIT ALLOCATIONS:

Sponsored by Artisan Partners 

2026 - 06 - 10 @ Centre Club

3rd WEDNESDAY HAPPY HOUR

 

2026 - 05 - 20 @ Paloma Blanca

3rd WEDNESDAY HAPPY HOUR

2026 - 04 - 15 @ The County Line

FORECAST DINNER & NEW CHARTERHOLDERS

Navigating the Capital Markets in 2026 & Preparing for What's Next

with David Jones and Brian Levitt

2026 - 03 - 26 @ Maggiano's Little Italy

3rd THURSDAY HAPPY HOUR

A BIG THANK YOU TO OUR SPONSOR CAP SIX!

2026 - 02 - 19 @ Paesanos 

3rd WEDNESDAY HAPPY HOUR

RING IN THE NEW YEAR WITH US!

2026 - 01 - 21 @ Paloma Blanca 

EVENTS HELD IN 2025
2025 - 12 - 04 Holiday Happy Hour at High Street Wine Company
2025- 10 - 23 Borderless Investing for Borderless Returns with Ben Helsby
2025 - 10 - 15 Happy Hour at The Yard House
2025 - 10 - 02 Crypto Foundations with Connor Sweet and Will Moore
2025 - 09 - 17 Happy Hour at Stone Werks Big Rock Grill
2025 - 09 - 09 Fixed Income Investing with Austin Stockfisch
2025 - 06- 18  Happy Hour & AGM at Andretti Indoor Karting & Games
2025 - 05 - 15 Securitized Credit:  Current Opportunities with Dave Goodson
2025 - 05 - 01 Perspectives on International Equities with Ferrill Roll, CFA
2025 - 04 - 29  Texas Advocacy Day 2025:  The Next Global Financial Center
2025 - 04 - 24  Smart Beta 2.0 & Thematic Investing with Frank Holmes
2025 - 04 - 17  Pre IPO Stock Funds with Aaron Dillon
2025 - 03 - 25 

Forecast Dinner & New Charterholders Event

What's ahead for our Economy and Markets/Mike Rode & Alejandra Grindal

2025 - 02 - 19 Third Wednesday Happy Hour at Paloma Blanca 
2025 - 02 - 13 The Case for Commodities with Wasif Latif
2025 - 01 - 15  Third Wednesday Happy Hour at Stone Werks